Our Wealth Management Advisors
Zachary Levine
Financial Advisor
Wealth Management
Zach is thrilled to be part of an industry where he can pursue his passion for helping people. Zach previously worked at Bankers Life and Casualty's Nashville branch for two years, where he was Rookie Agent of the Year in an eight-state territory and the number six rookie agent in the country for 2019. He attended Middle Tennessee State University for their entrepreneurship program, where he graduated with a Bachelor of Business Administration.
Zach’s favorite activity is snowmobiling, he is self-taught on the guitar, and he has traveled to 26 states and three countries. Zach cites Taglit-Birthright Israel as the trip and experience of his lifetime.
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