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 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...
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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

Vice President

407.270.4990

DanielASmith@FinancialGuide.com

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...
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Piers Curry

Agency Director of Education & Training

pcurry@FinancialGuide.com

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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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

Assistant Supervisory Officer

Tom Lang is our Assistant Supervisory Officer for Legacy Wealth Partners, formerly Levin Financial Group in 2011 and has employed in the Financial Services Industry for over 40 years!
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Emily Sharpe

Supervisory Officer

Emily Sharpe is the Agency Supervisory Officer for Legacy Wealth Partners, formerly Levin Financial Group. She has over 12 years of experience in leading a team, and is dedicated to delivering seamless systems and efficient processes...
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Ashley Sherman

Director of Recruiting - Orlando

407-393-6690

ashleysherman@financialguide.com

Ashley Sherman is the Director of Recruiting for Legacy Wealth Partners, formerly Levin Financial Group in Orlando. She plays an important role of reviewing applications, conducting interviews, and advisor onboarding. Ashley also...
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Andrew Pease

Director of Brokerage

813-637-6319

andrewpease@massmutualbrokerage.com

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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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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Doug Gallagher

Assistant Vice President

813.767.6835

dgallagher@financialguide.com

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...
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