Wealth Advisor

Mont Levy, JD

Mont Levy is a wealth advisor at Buckingham Strategic Wealth, an independent member of the BAM ALLIANCE. He has been a wealth advisor for the firm since 1995 and previously served as CEO of BAM Advisor Services. He previously worked as vice president of finance and administration at Grand Center, Inc. — a nonprofit real estate urban development organization in St. Louis — and as a partner with Follman/Levy Acquisition Group.

He currently serves as Vice Chair of the American Jewish Committee’s Interreligious Affairs Commission, and on the Boards of Opera Theatre of Saint Louis, Shakespeare Festival St. Louis and Clayton Century Foundation. Mont has served as chair of the Jewish Federation of St. Louis, Shakespeare Festival St. Louis, Craft Alliance and the Jewish Fund for Human Needs. He also served for many years as a member of the executive committee of Forsyth School in St. Louis.

In 2010, Mont was named to Accounting Today’s “Top 100 Most Influential People” list for the second consecutive year. Mont was recognized by St. Louis Magazine as one of the “40 Under 40.” He was also recognized by the National Conference of Community and Justice for his role in the community.

Mont holds his law degree from Washington University in St. Louis. He also holds a bachelor’s degree in political science from the University of Washington in Seattle.

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