skip to main content
Group in a glass conference room, talking.

Levine Group Is Now NFP

Same team. Expanded results.

Helping you reach your financial goals is what we’ve always done and what we will continue to do.  

We’re still the same team delivering the same personal approach to financial guidance, now powered by the resources of a global company. Our commitment to client service remains unchanged, and we’re proud to provide knowledge, service and care to every client. From helping individuals or businesses with wealth management, retirement advisory, employee benefits, personal insurance solutions and more, our team is here for you.  

As financial advisors, we do everything in our power to help you stay on track to achieve your goals. This means understanding where you want to go, advising you on the steps to take to get there, and continually reminding you of the importance of maintaining a disciplined approach to improve your financial situation.  

We’re ready to help you remove the obstacles that stand in the way of your personal or business goals.  


What We Provide

Our Brentwood, TN, team combines deep expertise and experience to help individuals and businesses navigate the future with smart, responsive and compliant solutions — so you can focus on growth, whether it's for your business, your employees or yourself.

Wealth Management

We are committed to building financial plans that our clients can use as a framework for every decision in their lives. Our wealth management solutions are finely tuned to fit your unique needs.

Retirement Advisory

We help take the worry out of retirement planning so you – and your employees – can focus on business. Implement smart retirement plans for happier, more focused, more productive employees.

Employee Benefits

Strengthen your organization with a powerful suite of well-managed benefits that don’t break the bank. Build trust with your employees by offering them employee benefits that they actually want, including pharmacy savings that can help them get the care they need.

Personal Insurance

Securing your legacy means building a system of personal insurance and protection that helps cover the cost of life’s accidents and events.

Life360 Client Login

Get started on your journey to financial wellness with the help of Life360. Discover a digital tool that helps you keep track of your personal finances with interactive technology and security so you can stay on track with ease.

Stay informed with NFP’s latest compliance updates and company insights.

Follow the links to learn more!

Team

Office Leadership

Mike Levine
Mike Levine, CLU®, ChFC®, AIF® Wealth and Retirement
Trevor Coe
Trevor Coe, CFP® Financial Advisor
Wealth and Retirement

Advisors

Javier Canales
Javier Canales Senior Client Service Associate
Wealth Management
Zachary Levine
Zachary Levine Financial Advisor
Wealth Management

Associates

Cary Boisseau
Cary Boisseau Senior Client Service Associate
Wealth Management
Frank Dockins
Frank Dockins Senior Client Service Associate
Wealth Management
Cassidy Fultz
Cassidy Fultz Client Service Associate
Wealth Management
Jill Hayden
Jill Hayden, CPFA, AIF® Relationship Manager
Retirement
Shannon Hughes
Shannon Hughes Analyst
Wealth Management
Emily Nutt
Emily Nutt Client Service Associate
Personal Insurance


Main Office

213 Overlook Circle, B2
Brentwood, Tennessee 37027

T: 615-662-1266


Contact Our Office