Our Leadership Team

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 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...

Dan Smith is a Vice President with Legacy Wealth Partners, formerly Levin Financial Group, a wealth advisory firm serving clients through holistic financial planning, institutional investment strategies, and risk management. Dan has...

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 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...

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 Legacy Wealth Partners, formerly, Levin Financial Group as...

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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 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...

Liz Mullins is our Marketing Director at Legacy Wealth Partners. She is here to assist all financial professionals, assistants, and staff with any Marketing-related needs. Liz joined Legacy Wealth Partners in January. She is a graduate...

Cindy Pelosi is the Director of Business Development for Legacy Wealth Partners and holds her FINRA Series 7, 63 and 65 licenses, in addition to a Bachelor of Science in Finance degree. She has over 25 years of experience in financial...