Experience

Levine Financial Group

• United States
• Financial Services
• 1 - 100 Employee

• President

  • Aug 2008 - Present

  Since the beginning of his career, Todd Levine has followed his passion — helping clients build, preserve and conserve the assets they’ve worked so hard to build. Todd has earned numerous accolades for his work, placing him among the industry’s elite. He resides in northern NJ with his wife Maria and two young children, enjoys traveling with his family and is a frequent guest speaker at investor groups and at industry conferences across the U.S. 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.”



The Player's Plan

• United States
• Financial Services

• Founder & CEO

  • Mar 2022 - Present

  A premier planning experience for the elite athlete powered by Levine Financial Group. THE PLAYER'S PLAN has been designed specifically to tailor the needs of the elite athlete and their families; Positioning them to perform as well off the field as they do on it. From traditional to non-traditional investments, THE PLAYER'S PLAN will act as a guide to best navigate the broad landscape of athletic opportunity. A premier planning experience for the elite athlete powered by Levine Financial Group. THE PLAYER'S PLAN has been designed specifically to tailor the needs of the elite athlete and their families; Positioning them to perform as well off the field as they do on it. From traditional to non-traditional investments, THE PLAYER'S PLAN will act as a guide to best navigate the broad landscape of athletic opportunity.



The Leukemia & Lymphoma Society

• United States
• Non-profit Organizations
• 700 & Above Employee

• NJ Chapter Board Trustee

  • Oct 2019 - Present



Bloomberg

• United States
• Financial Services
• 700 & Above Employee

• Execution Sales Trader

  • Aug 2007 - Aug 2008



Jefferies

• United States
• Investment Banking
• 700 & Above Employee

• Equities Trader

  • Jan 2003 - Jan 2007



Helfant Group LLC

• NYSE Execution Clerk

  • Mar 1999 - Jan 2003