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.


View Details

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.


View Details

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.

View Details

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.

View Details

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.

View Details

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.


View Details

Michael Everritt | Tampa Office | Managing Associate

Michael is a Registered Investment Advisor and holds FINRA Series 6, 7, and 65 registrations. Michael's hobbies include fishing, camping and other outdoor activities. Michael coaches youth sports on the weekends and loves spending time with his wife Melanie, son Mason, and daughter Aubrey.


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.

View Details

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.


View Details

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.


View Details

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.


View Details

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.

View Details

Tom Lang | Agency Supervisory Officer- Tampa

Tom Lan is our Agency Supervisory Officer for Levin Financial Group in Tampa. He has employed in the Financial Services Industry for over 40 years. Tom joined Levin Financial Group in 2011 serving as an Assistant ASO.


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.


Chelsea Spenceley | Director of Recruiting - Tampa

Chelsea has been in recruiting for only a year but has a diverse background in event planning and marketing which will help with the recruiting field. She received her Bachelors in Sociology from Florida Gulf Coast University in 2011 and as a mother of two boys stays very busy trying to keep up with them.