Broker Check

Our Leadership Team

Leadership Team

Michael J. Levin

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. Upon graduation Michael entered the financial...

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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...

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Rick Levin | Tampa Office

Vice President

Rick Levin attended the University of Florida, where he graduated with a Bachelor of Science Degree in Finance back in 2007. While attending UF, he became a member of the Alpha Tau Omega fraternity. After graduating, Rick began his...

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Daniel Smith, CASL, CFP®, ChFC, CLU | Orlando Office

Vice President

Dan Smith is a Vice President with Levin Financial Group, a wealth advisory firm serving clients through holistic financial planning, institutional investment strategies, and risk management. Dan has been creating customized solutions...

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Piers Curry

Agency Director of Education & Training

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...
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Michael Everritt | Tampa Office

Managing Associate

Michael is a Investment Advisor Representative and holds FINRA Series 6, 7, 63, and 65 registrations. Michael's hobbies include fishing, camping and other outdoor activities. Michael coaches youth sports on the weekends and loves...

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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...

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Katie Malaney

Business Manager & CFO

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. Katie has been...
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Tom Lang

Supervisory Officer- Tampa

Tom Lang 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.  

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Emily Sharpe

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...

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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...

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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...

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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. In late 2013 Andrew joined Levin Financial Group as the agency Brokerage Director....

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Jeffrey Anderson

Firm Investment Director

Jeff grew up in the Northeast just outside of Boston, MA. He attended the University of Massachusetts where he attained his bachelor’s degree in Business with a double concentration in Finance and Marketing. Jeff is an instructor...

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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)...

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