Broker Check
Michael J. Levin

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 services industry. In his first year he was named Legacy Wealth Partners' (formerly Levin Financial Group) "New Associate of the year."1 In 2006 Massachusetts Mutual Life Insurance company (MassMutual) awarded Michael with the Rising Leader2 and Fast Pace Awards3. That same year MassMutual awarded him their most distinguished honor for a first year advisor, the "Freshman Five Award."4 He was recognized in 2009 by the Tampa Chapter of NAIFA as one of the "AdvisorToday’s  4 Under 40"5 financial professionals in the Bay area. In 2010, the Tampa Bay Business Journal has honored Michael as an "Up and Comer" in the under 30 category which recognizes professionals in the Tampa Bay region that are active in the community and dedicated to philanthropic causes.

In 2007 Michael was promoted to Managing Associate with LWP and in 2008 he was promoted again to the position of Sales Manager. Of the 250+ Sales Managers affiliated with MassMutual, Michael was the youngest. On January 1st, 2014, Michael became President of LWP and Co-General Agent for the MassMutual Tampa agency with his father, Gary Levin, making Michael the first son to succeed his father in a MassMutual General Agency in over 35 years. Gary retired on January 1st of 2016 at which time Michael assumed the role of President & CEO of Legacy Wealth Partners. In 2016 MassMutual awarded Legacy Wealth Partners with the Bronze Chairman's Trophy in the large agency category for outstanding performance in 20156. Then, in 2019 Legacy Wealth Partners was awarded the Silver Chairman's Trophy for outstanding performance in 2018 and 20216.

Michael is a member of The Greater Tampa Chamber of Commerce, NAIFA, AALU, GAMA, Tampa Yacht & Country Club, Palma Ceia Golf Club, and recently became a member of Ye Mystic Krewe of Gasparilla. In 2010 Michael was appointed to the Consultative Board for Tampa Catholic High School where he now serves as head of the Finance Committee. Michael spent 3 years on the Advisory Board for the Cystic Fibrosis Foundation and founded the TMH Breathing For Life Foundation to benefit CFF. After meeting his wife, Dana, a survivor of Pediatric Cancer, Michael discovered a passion for raising money & awareness for the National Pediatric Cancer Foundation of which he has served as the Chairman since 2022. Michael resides in South Tampa with his wife and two children, Joanna and James.

1Recognized by Levin Financial Group as "New Associate of the Year 2005" from among all new producers in the firm, based on production.

2 Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) as a "Rising Leader” which recognizes the top new producers in years 1,2, 3 and 4, from among all new producers in the company, based on sales production.

3Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) for the "Fast Pace” Awards based on prior calendar year sales. Recipients are agents of MassMutual.

4Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) for the "Freshman Five Award, 2006 which recognizes the top five new producers chosen from a pool of eligible candidates based on their achievements."

5AdvisorToday's 4 under 40 award for 2009] was issued by the National Association of Insurance and Financial Advisors (NAIFA) on 12/31/2009 covering the time period 1/1/2009-12/31/2009. To be considered, must be under 40 year old and a current NAIFA member. Candidates can self-nominate or be nominated by industry peers and are selected based on professional credentials, industry involvement, volunteerism, and community involvement. The award is not an endorsement or indicative of the future performance of the financial adviser.   MassMutual is a member firm and pays an annual fee to maintain its membership. MassMutual is not involved in the nomination or final selection process. A fee was paid for consideration.

6Recognized by Massachusetts Mutual Life Insurance Company with the Chairman’s Trophy, an award that firms have the ability to win and compete against a standard of excellence at gold, silver and bronze levels. The award is based on a point system that rewards performance. Chairman’s Trophy is the most elite award a firm can achieve.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC., Member SIPC. Supervisory Office: One Urban Centre, 4830 West Kennedy Boulevard Suite 800, Tampa, FL 33609, Tel: (813) 286-2280