Our Leadership Team
Leadership Team
Michael J. Levin
President and CEO
Frank Zito Jr.
Executive Vice President
Frank Zito Jr. joined Legacy Wealth Partners, formerly 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...
Rick Levin
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...
Daniel Smith
Vice President
DanielASmith@FinancialGuide.com
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...
Michael Everritt
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...
Katie Malaney
Business Manager & CFO
Emily Sharpe
Supervisory Officer
Andrew Pease
Director of Brokerage
andrewpease@massmutualbrokerage.com
Ashley Sherman
Director of Advisor Operations
ashleysherman@financialguide.com
Ashley Sherman is our Practice Development Specialist at Legacy Wealth Partners, formerly Levin Financial Group. She is here to assist all financial professionals, assistants and staff with training of Massachusetts Mutual Life...
Doug Gallagher
Assistant Vice President
Doug was in banking for almost 12 years with Citigroup (Branch Manager) and then made the move to Northwestern Mutual for almost 4.5 years as an advisor before taking a sales manager position with 21st Century/ Penn Mutual for the last...
Doug Gallagher
Assistant Vice President
Liz Mullins
Director of Marketing
