Legacy Wealth Partners - Tampa

Main Office

4830 West Kennedy Blvd, Suite 800
Tampa, FL 33609

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See our Licenses and Disclosures

SATELLITE OFFICES


Managing Partners

Michael Levin

President & CEO, Levin Financial Group

Our Financial Professionals

  1. Jeffrey B. Anderson

    Legacy Wealth Partners - Tampa

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
    • Piers Curry

      Legacy Wealth Partners - Tampa

      Focus:

      • Insurance Strategies
      • Investment Strategies

      Languages:

      • English
      • Nathaniel "Nate" DeJesus

        Legacy Wealth Partners - Tampa

        Focus:

        • Insurance Strategies
        • Investment Strategies
        • Risk Management Strategies
        • Financial Education
        • Show More

        Languages:

        • English
      • Lou DeSio

        CFS®, CLTC®

        Legacy Wealth Partners - Tampa

        Focus:

        • Insurance Strategies
        • Investment Strategies

        Languages:

        • English
        • Nicholas J. Ferrara

          Legacy Wealth Partners - Tampa

          Focus:

          • Insurance Strategies
          • Investment Strategies
          • Business Owners
          • College Funding Strategies

          Languages:

          • English
          • Linda A. Fries

            CLU®, ChFC®

            Legacy Wealth Partners - Tampa

            Focus:

            • Insurance Strategies
            • Investment Strategies

            Languages:

            • English
            • Richard "Rick" Levin

              CLTC®

              Legacy Wealth Partners - Tampa

              Focus:

              • Insurance Strategies
              • Investment Strategies

              Languages:

              • English
              • Mark Monkarsh

                CFP®

                Legacy Wealth Partners - Tampa

                Focus:

                • Insurance Strategies
                • Investment Strategies
                • Business Owners

                Languages:

                • English
                • Matthew "Matt" Mussett

                  Legacy Wealth Partners - Tampa

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies
                  • Business Owners
                  • Retirement Income Planning
                  • Show More

                  Languages:

                  • English
                  • S. M. Sherif

                    MBA, RFC®

                    Legacy Wealth Partners - Tampa

                    Focus:

                    • Insurance Strategies

                    Languages:

                    • English
                    • Kenneth J. Speroni

                      Legacy Wealth Partners - Tampa

                      Focus:

                      • Insurance Strategies
                      • Investment Strategies
                      • Retirement Income Planning
                      • College Funding Strategies

                      Languages:

                      • English
                      • Pamela J. Sweeney

                        Legacy Wealth Partners - Tampa

                        Focus:

                        • Insurance Strategies

                        Languages:

                        • English
                        • Frank Zito, Jr.

                          Legacy Wealth Partners - Tampa

                          Focus:

                          • Insurance Strategies
                          • Investment Strategies
                          • Business Owners

                          Languages:

                          • English
                          CRN202109-253382