Our Wealth Management Advisors
Mike Levine , CLU®, ChFC®, AIF®
Wealth and Retirement
Michael J. Levine, CLU, ChFC, AIF®, brings more than 38 years of experience helping clients build, protect and enjoy their wealth. He specializes in investments, corporate retirement plans, retirement income planning and insurance solutions.
Recognized nationally for his work, Mike has qualified for the Million Dollar Round Table’s Top of the Table every year since 2004, a distinction reserved for the industry’s leading professionals. He holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Accredited Investment Fiduciary (AIF®) designations, along with Series 6, 7 and 63 securities licenses.
Mike is a frequent speaker at professional and business seminars, sharing insights on investments, retirement strategies and insurance planning. A graduate of Georgia State University with a B.A. in insurance, he is a registered representative with Kestra Investment Services, LLC, and an investment advisor representative with Kestra Advisory Services, LLC.
Based in Nashville, Mike enjoys time with his family, golfing, snow skiing, traveling and life on the lake. He is also deeply engaged in the community, serving as past president of Congregation Micah and the Exchange Club and serving on the Advisory Council for the Jewish Federation.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures