Meet Our Team Members

Grounded in trust, integrity and mutual respect, we work as a team, drawing upon one another's distinctive knowledge and experiences, to provide our clients with financial advice and service tailored to their unique needs.


Kenneth F. Levy, CFP®, First Vice President - Investment Officer

Kenneth F. Levy, CFP®, Branch Manager, Executive Member

Ken has over 27 years of experience in financial services and is a CERTIFIED FINANCIAL PLANNER™ professional. In 2012 and 2013, Ken was among a fraction of advisors recognized by Wells Fargo Advisors as a Premier Advisor1.  For much of his career, Ken not only served his personal clients, Ken also filled the roll of the Branch Manager.  In 2013, Ken stepped down from branch management so he could solely focus on serving the clients of the Levy, Daniel & McGee Wealth Management Group and furthering the group’s impact in the community.

Ken graduated from California State University, Sacramento with a bachelor's degree in business that included an emphasis in finance.   Shortly thereafter, he received the CERTIFIED FINANCIAL PLANNERTM certification.  Throughout his career, Ken’s office has always been based in Stockton, California.  As a result, he understands and appreciates the value that local business owners, farmers and ranchers bring to the community.  In order to help them successfully transition their businesses at retirement, through a sale, or upon death, Ken has taken educational training from Wells Fargo Business Advisory Academy in the area of Business Succession Planning.  The areas of study include asset preservation and family dynamics, intra-family transfers, sales to third parties, ESOPs, buy-sell agreements, and integrated strategic planning for business owners.  Along with business owners, Ken works with investors at or near retirement helping them with retirement income planning, tax reduction strategies, wealth transfer, and investment related tax-management.

Ken and his wife of over 30 years, Sandy, live in Lodi.  They are “empty-nesters” with three children.  Ken is a board member of the YMCA of San Joaquin County and Knights of the Vine, Lodi Chapter.  Ken has served as an ordained minister for two local churches.  He is a published author, and an amateur wine maker.  Together, Ken and Sandy enjoy traveling, wine tasting, playing cards, the live music available at the many wineries in and around Lodi, and are active in a local church.

1. The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production, completion of educational components and professionalism.


Corey N. Daniel, Associate Vice President – Investment Officer

Corey N. Daniel, Wealth Manager, Executive Member

Corey began his career in financial advisory services in 2001.  On September 11, 2001, Corey was on the 61st floor of the South Tower of World Trade Center Tower 2.  He was in training sessions with a major investment firm based in NYC.  Soon after American Airlines Flight 11 hit the North Tower, or Tower 1, many of the people in South Tower, including Corey, began to evacuate.  Corey wasn’t even half way down the stairwell when Tower 2 was struck by United Flight 175.  The force was so immense that everyone in the stairwell was knocked to the ground.  Fortunately, that stairwell didn’t collapse.  Corey was about six blocks away when the South Tower fell.

In 2013, Corey was among a fraction of advisors recognized by Wells Fargo Advisors as a Premier Advisor1.  Corey focuses on fee-based financial advisory services2, investment portfolio management, tax-reduction strategies, IRAs and retirement plan rollover services.   Like all the members of the Levy, Daniel & McGee Wealth Management Group, Corey follows a disciplined investment advisory approach that utilizes Wells Fargo Advisors’ Envision® process.  Envision3 helps uncover client goals, determine which are the most important, and track the progress in reaching them.  In addition, Corey helps business owners establish and maintain qualified retirement plans, provides pension and profit sharing analysis, and presents education about retirement plans for qualified plan participants.  Currently, Corey is studying for a Chartered Retirement Plans Specialist™ (CRPS ®) designation.

He is a past president and current member of the Lodi Lions Club, and serves on the board of directors for the World of Wonders Science Museum in Lodi.  Corey and his wife of over 20 years, Kim, enjoy vacationing and traveling with their four girls in Lake Tahoe, Santa Cruz and other points across the United States.

1. The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by  business production, completion of educational components and professionalism. 

2. Advisory services are not designed for excessively traded or inactive accounts, and may not be suitable for all investors.                        


Dudley McGee, Financial Advisor

Dudley McGee, Wealth Manager, Executive Member

Dudley grew up in Stockton, graduating from Stagg High School.  During his second year of college, Dudley was in a bad automobile accident.  During the three-month recovery, Dudley rethought his career choice and decided to become involved in the home building business.  He eventually formed a small home-building business that acquired land in the Santa Cruz area to build and sell spec homes.   Eventually, Dudley became the President of Community Development for one of the nation's largest, privately-owned home builders. In that role, Dudley managed offices in multiple states. He was also responsible for negotiating the purchases and sale of properties valued, in total, in the hundreds of millions of dollars.  When the financial crisis of 2008 struck, the company Dudley worked for eventually closed.  Dudley was responsible for winding down the operations along the West Coast.

In 2010, Dudley joined Wells Fargo Advisors.  Dudley’s integrity, business acumen and work ethic led Ken Levy and Corey Daniel to approach him about becoming a business partner in a new wealth management group.  Dudley agreed, and the Levy, Daniel & McGee Wealth Management Group of Wells Fargo Advisors was formed.  Dudley works with real estate developers, business owners and investors at or near retirement.  Like the other members of the Levy, Daniel & McGee Wealth Management Group, Dudley focus on fee-based advisory services1, helping clients with business and personal wealth management, portfolio management, retirement planning and asset protection through insurance.  Currently, Dudley is enrolled in a program to become an Accredited Wealth Management Advisor™.

Dudley and his wife of over 35 years, Debbie, have three children and one grandchild.  Dudley is a past president of the Building Industry Association of the Delta, and also serves on the Board of Directors for the BIA of the Greater Valley.  Away from the office, Dudley enjoys bicycling and working out.  Together, Dudley and Debbie enjoy boating, water skiing, visiting their three daughters and spending time with their new grandchild.

1. Advisory services are not designed for excessively traded or inactive accounts, and may not be suitable for all investors.