Together, we bring over 30 years of experience advising individuals, business owners, family foundations, non-profit organizations and community associations about investments, cash management, retirement and financial planning matters.

Allen Levy

First Vice President - Financial Advisor

973-867-4652
Email |
973-829-0404

Allen began his career as a Financial Advisor in 1999 with Smith Barney. He joined RBC Wealth Management in 2013. Prior to his financial services career, Allen was President of Touchstone Healthcare Management, Chief Operating Officer of MedFirst-New York and also held various positions within the Blue Cross Blue Shield system, including Vice President of Business and Product Development. Allen serves on several non-profit boards. He holds BA, MBA, and MPH degrees from Hobart College, University of New Haven and Yale University.

Steven Tebeleff

First Vice President - Financial Advisor

973-867-4641
Email |
973-829-0404

Steven has been a Financial Advisor since 1994. Prior to joining RBC Wealth Management in 2013, Steve was with Smith Barney and began his career with Morgan Stanley. Steve's experience prior to becoming a Financial Advisor includes corporate finance, asset backed lending and equipment leasing through various private finance companies and banks including JP Morgan. He has served on the board of privately held companies. Steve grew up in the Washington DC area, where he was involved with the Washington Redskins Marching Band. Steve holds a BA from Adelphi University and an MBA from American University.

Fran LaCouture

Senior Registered Client Associate

973-867-4692