Some may find it hard to believe that the leader of a financial planning group — an executive who launched his career in the trenches of the New York Stock Exchange — could build a family-oriented business based on trust, unparalleled customer service, and a fierce dedication to personal relationships. Those people haven’t met Todd Levine.
You don’t survive on the floor of the Exchange without passion — and purpose. And you don’t build a fast-growing financial planning business without a passion for personal service, professional financial and investment advice, and a deep understanding of your clients’ goals and dreams.
Todd began his professional career working for industry leaders like Helfant Group, Jefferies & Co, and Bloomberg Tradebook. The Brooklyn native rose quickly through the trading ranks, holding various leadership roles including equities trader and execution sales trader.
But on Wall Street Todd was missing one critical element — seeing firsthand how his work was making a difference in someone’s life. When Todd was recruited to join Northeast Planning Corporation (NEPC) in 2008, he found the company’s holistic approach to financial planning intriguing — and the ideal fit with his own professional philosophy. As his portfolio of clients continued to grow, the company also provided a perfect foundation from which to launch the Levine Financial Group, an affiliate of NEPC.
“Too often, we see people focusing solely on the rate of return instead of the bigger picture,” Todd explains. “Our approach is to anticipate and plan for obstacles, giving our clients a solid process for achieving their goals regardless of circumstance. Once that process is in place, they’re well on their way to building wealth that can make a measurable difference for their heirs or charitable interests.”
Todd has earned numerous accolades for his work, placing him among the industry’s elite. He resides in Monmouth County with his wife and two children, enjoys traveling with his family and is a frequent guest speaker at investor groups and at industry conferences across the U.S. Todd remains committed to his community and to the community of financial professionals — he is among a select group of senior industry professionals chosen to mentor junior planners around the country.
Clients and colleagues point to Todd’s passion for finance and commitment to personal and professional development as the keys to the Levine Financial Group’s success. “Our job is to help people step back and view the big picture — what they want life to look like, what they need to do to get there, and how they can protect their family in the process. That, for me and my team, is what success is all about.”
Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #0H01258, Arkansas Insurance License #15670742