Our Management Team

Michael J. Levin, CLTC | President and CEO

Michael Levin received his Bachelor of Science Degree in Finance from the University of Florida in 2004. While attending school, Michael was a member of the Alpha Tau Omega fraternity.

 

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Piers Curry | Director of Training and Development

Piers Curry was born and raised in Armonk, NY. After moving to Pennsylvania he attended the Pennsylvania State University where he earned his bachelors degree in Journalism and Economics. He later earned his MBA from the University of South Florida.

 

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Frank Zito Jr

Frank Zito Jr. | Tampa Office | Vice President

Frank Zito Jr. joined Levin Financial Group December 2015. He was recently a Partner with New York Life Insurance Company. Frank has been in the financial services industry since October 1999. Frank is a member of National Association of Insurance and Financial Advisors.



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Rick Levin | Tampa Office | Vice President

Rick Levin attended the University of Florida, where we graduated with a Bachelor of Science Degree in Finance back in 2007. During his attendance, Rick was a member of the Alpha Tau Omega fraternity where he served many roles, including New Member Educator his senior year.

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Matthew Burks | Lakeland Office | Vice President

Matt Burks was born and raised until the age of 16 in Southern Arkansas. From there he moved to Central Florida and attended Lakeland Christian School. Upon graduation Matt attended Polk State College followed by the University of South Florida.

 

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Daniel Smith, CASL, CFP, ChFC, CLU | Orlando Office | Vice President

Dan Smith is the Managing Partner of Signature Wealth Advisors, a wealth advisory firm serving clients through holistic financial planning, institutional investment strategies, and risk management. Dan has been creating customized solutions for his clients since 1996 and specializes in working with business owners and high net worth individuals.

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Jeffrey Anderson | Director of Investments

Jeff has been in the financial planning and investment industry for 9 years. In addition to his duties at Levin Financial Group, he currently instructs pre -retirement courses at local Universities.

 

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Eric Wilbur | Tampa Office | Managing Associate

Eric Wilbur attended the University of Florida, where he was a 4 year starter, All-American and National Champion for the Florida Gator football team. Eric then went to play for multiple teams in the NFL. His sports background gives him a high level of leadership, work ethic and character that translates to his team and clients.

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Gary J. Levin, CLU, ChFC | Chairman

Gary entered the financial services business in 1978 upon graduating from Sacred Heart University with a degree in business. He earned his CLU (Chartered Life Underwriter) designation in 1986 and his ChFC (Chartered Financial Consultant) designation in 1987.

 

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Andrew Pease | Director of Brokerage

Andrew entered the Financial Services industry in 2011 as a Disability Income Specialist/Brokerage Director for The Guardian Life Insurance Company.

 

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Katie Burns | Business Manager

Katie received her Bachelor of Business Administration in Family Enterprise with minors in Marketing and Entrepreneurship in 2010 and her Master of Business Administration in 2011 from Stetson University in Deland, FL.

 

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Melissa Troche | Director of Recruiting

Melissa Troche, an Air Force Veteran joined our team in 2015 with 16 years of Financial Services experience. Melissa joins our team with an extensive background in business management, human resources, inside sales, investment services as well as recruiting. Although originally from NY, Melissa and her two children have successfully created strong roots to the local community with her volunteer work in dog rescue, food pantries and other volunteer affiliations since moving here in 1999. Melissa has a passion for serving others' which is evident in both her professional and personal life.

 

Pam J. Sweeney | Agency Long Term Care and Disability Income Insurance Specialist

Pam began her Insurance Career in the Individual Disability Market for 10 years. She then worked as a small Group Employee Benefit Specialist for 5 years before deciding to join Massachusetts Mutual Life Insurance company (MassMutual) as a disability income & Long Term Care Specialist for in 1998.

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Tom Lang | Agency Supervisory Officer- Tampa

(Biography coming soon)

 

(Photo coming soon.)

Emily Sharpe | Agency Supervisory Officer- Orlando

Emily Sharpe is the Agency Supervisory Officer for Levin Financial Group in Orlando. She has over 12 years of experience in leading a team, and is dedicated to delivering seamless systems and efficient processes to our advisors. Emily is a graduate from the University of Florida and enjoys spending quality time with husband and two children.

 

Ashley Sherman | Director of Recruiting - Orlando

Ashley Sherman is the Director of Recruiting for Levin Financial Group in Orlando. She plays an important role of reviewing applications, conducting interviews, and advisor onboarding. Ashley also develops relationships with advisors and provides assistance for specific needs; allowing for quick allocation of resources and support. Ashley has a Bachelor of Science in Psychology from Florida State University. She lives in Orlando with her husband and her dog, Bella.