NFP, an Aon company, has acquired Levine Group, LLC., a financial services firm located in Brentwood, Tenn., according to a statement released by NFP on Tuesday. The acquisition is expected to strengthen NFP’s presence in the Nashville area’s wealth and retirement services sector.
Levine Group, which has operated for over 60 years in the Nashville area, offers services including investment management, retirement plan consulting, employee benefits, and insurance. Michael Levine, who leads Levine Group, will join NFP, collaborating with Mike Schneider, president of NFP’s Central and West regions. Trevor Coe and Zach Levine will also transition to NFP and continue their involvement in client services and business development alongside Michael Levine.
“I’m thrilled Mike, Trevor, Zach and the entire Levine Group team are joining NFP,” said Schneider. “They’ve built a strong reputation for helping people and businesses make smart financial decisions, and we’re excited to combine forces. Their experience and relationships in the Nashville and surrounding market will help us better serve clients and grow our wealth and retirement business in the region.”
“We’re proud of what we’ve built over the past six decades,” Levine said. “Our clients have trusted us to guide them through life’s most important financial decisions, and that trust means everything. Being part of NFP lets us continue doing what we love, while giving us more tools and support to help even more people.”
Coe added, “We’ve always focused on delivering real value with a personal touch. NFP gives us the chance to stay true to the mission of serving our clients but also grow in new and exciting ways.”
Zach Levine also shared his perspective, noting, “This is a great move for our team and our clients. We’re gaining access to amazing resources and expertise, while still keeping the relationships and service that have made us who we are.”
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