Broker Check
From Generation to Generation

From Generation to Generation

| July 02, 2020

As we start the second half of 2020, it’s worth taking a pause to consider how remarkable this year has been so far, and the road ahead. Levine Group continues our commitment of top-notch service to you. As our founder, my father Bob Levine, was fond of saying, “We serve our interests best when we serve our clients’ interests first.”

In a step designed to increase service for clients, I am pleased to share that my son, Zach, has joined the firm.. Zach brings with him two years of experience at Banker’s Life and Casualty in the Nashville branch, where he was Rookie Agent of the Year in an eight state territory and the #6 rookie agent in the country for 2019.  He holds a business degree from Middle Tennessee State University (MTSU). I am, of course, proud of his successes so far, and expect that he will continue to deliver excellent results for his clients. You can read more about this in the news release below.

Thank you for your continued trust in Levine Group and please let us know if there is anything more we can do for you at this time.


Levine Group welcomes founder’s grandson to role in
57-year old financial services business

BRENTWOOD, Tenn., July 01, 2020 — In a move that will increase service for clients, Levine Group, LLC today announced that Zachary (Zach) Levine has joined the firm. Assuming this role at the 57-year old financial services business is a coming home of sorts, as Zach is the third generation in the Levine family to work at firm.  Zach is the grandson of company founder Robert (Bob) C. Levine, who retired in 2014, and son of the firm’s current Managing Partner, Michael (Mike) J. Levine.

“I am incredibly proud to see Zach join the firm,” said Bob. “Third generation companies are rare and I know he’ll be a huge asset to Levine Group and our clients.  I’m thrilled to know that he will continue Levine Group’s 57 year legacy.”

Zach’s father, Mike, added, “Zach had solid success at a large, national firm as he started his career, and I am pleased that he now wants to bring that experience to our company, to help take Levine Group to a higher level of customer service. He’s a hard worker who has earned his place through attention to details for his clients’ benefit.”

“It’s an honor and a privilege to join the family business at this time,” said Zach. “I felt it was important to gain experience at another company before coming here so I could bring a different perspective with me. Now, I’m excited to be of service to our current and future clients at Levine Group!”

In his role at Levine Group, Zach will be specializing in life insurance, long term care insurance and retirement income planning, increasing the firm’s capacity for new relationships.  Previously, Zach worked at Banker’s Life and Casualty in the Nashville branch for two years, where he was Rookie Agent of the Year in an eight state territory and the #6 rookie agent in the country for 2019.  Zach holds a business degree from Middle Tennessee State University (MTSU).

About Levine Group
Levine Group, LLC., provides both insurance and investment services to corporate-level organizations,  small businesses, and individuals. Founded in 1963 with the goal of assisting clients in every aspect of their financial lives, the Brentwood-based company has grown to offer group medical, estate planning, 401k, investments, and insurance services.  The team consists of experienced professionals with a “hands on” approach to financial guidance who believe that education and understanding of your current financial situation is vital for making prudent decisions concerning your future financial condition. 


***Phtoto: Three generations at Levine Group: Clockwise
from top: Zach, Mike, and Bob Levine


Contact: Mike Levine, Managing Partner