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Michael J. Levine, CLU, ChFC, AIF®

Michael J. Levine, CLU, ChFC, AIF®

Managing Partner

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Michael J. Levine, CLU, ChFC, AIF, is the Owner and Managing Partner of Levine Group, LLC. Offering clients over 30 years of financial services experience, his specialties include investments, corporate retirement plans, retirement income planning and insurance.

Mike’s love for insurance and numbers came to him early and honestly. His father, who enjoyed a successful career in insurance, had a major impact on his decision to earn his BA in Insurance. Since 1987, Mike has been committed to listening to, understanding and providing clients with financial advice so they can better reach their goals. That dedication is evident in his impressive list of credentials which include: Chartered Life Underwriter (CLU); Chartered Financial Consultant (ChFC); and Accredited Investment Fiduciary (AIF). He also holds his Series 6 (Investment Company and Variable Contracts Products Representative), 63 (Uniform Securities Agent State Law) and 7 (General Securities) Securities Licenses, and has achieved the prestigious "Top of the Table" of the Million Dollar Round Table every year since 2004. Only the top 1% of financial advisors achieve this status. He regularly contributes as the featured speaker at professional and business seminars on topics such as investments, disability insurance and retirement planning. Michael is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC. 

Mike resides in Nashville where he and his wife, Sherrie raised their two adult-children, Rachel and Zach. When he isn’t at the office, Mike enjoys spending time at their lake house, golfing, boating, snow skiing, traveling and watching Predators hockey and Titans football. As an active member of the community, he has served as the past President of Congregation Micah, Exchange Club, and is on the Advisory Council for the Jewish Federation.

Fun Facts About Mike:

  1. He has jumped out of two airplanes (on purpose)
  2. Mikes favorite place to be is at the lake
  3. One of his bucket list items is to play Augusta National
  4. He enjoys golf, snow skiing and wake surfing
  5. Mike and Sherrie got married in 1988 and have 2 adult children – Rachel and Zach