Some may find it hard to believe that an executive who launched his career in the trenches of the New York Stock Exchange could build a family-oriented financial planning group 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, expert 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 Todd was missing one critical element on Wall Street — 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 lives in Monmouth County, New Jersey, with his wife, Maria, and two young children. He enjoys traveling with his family and is a frequent guest speaker at investor groups and industry conferences across the U.S. Todd remains committed to his local 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,” says Todd. “That, for me and my team, is what success is all about.”
Financial Advisor CA Insurance License #0H01258
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Registered Representative of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Levine Financial Group is not an affiliate or subsidiary of PAS or Guardian.
A former trader on the currency exchange, Mike Karlin is now turning his financial know-how and aversion to risk into success. His goal is to empower people with the ability to understand the types of financial products and services in the marketplace today.
Mike’s principled approach and well-earned reputation for integrity and trust-building are appreciated by clients and colleagues alike. He explains, “During my career, I worked and traded and created something that worked for me and my family. Now, I work on behalf of individuals and business clients, helping them plan for a safe and secure future, for themselves and their families.”
As a long-time resident of Manalapan, New Jersey, Mike is devoted to serving his community in many ways and works with several local organizations to help give back.
Registered Representative and CA Insurance License #0K13300
Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Levine Financial Group is not an affiliate or subsidiary of PAS or Guardian.
If you ask Rosalia Calamusa-Marrone about her business philosophy, she’ll tell you it’s all about helping her clients create a balance between their home and business lives.
Her planning approach comes from the heart — and it shows among the clients she quickly turns into enthusiastic fans. They say time and time again that Rosalia’s intuition, care, and compassion for others is unmatched.
Rosalia takes pride in her ability to build and maintain strong, long-lasting professional relationships. She says, “It’s important to me that our clients and their families are protected if the unexpected should happen. I want them to know how to maximize their wealth and leave a legacy to their families.”
A busy working mom, Rosalia lives in northern New Jersey with her husband, Michael, and their two young children.
CA Insurance License #0L57245
At an age when most kids are coming to grips with multiplication tables and simple fractions, Barbara Gruss was already learning how to balance a checkbook and fill out tax forms — and enjoying it. It’s no surprise that she would go on to make numbers her profession (her colleagues and clients are glad she did!).
Barbara’s service-first mindset embodies our commitment to going above and beyond every day. She is the go-to contact for clients whenever they need assistance, from account status and changes to compliance matters and answering administrative questions.
Barbara has been living in New Jersey since 2014. In her spare time, Barbara enjoys long-distance running, traveling and taking road trips, volunteering at local shelters, and spending time with her daughter.
Karen Stevenson is all about providing clients with the best experience possible. By always keeping clients, their unique needs, and their goals top of mind, Karen brings Levine Financial Group’s family-oriented values to each and every interaction with clients and co-workers alike.
With a Bachelor of Arts in Business Administration with a major in Marketing from Pace University, Karen not only has an eye for the ins and outs of businesses and how they operate but also has strong communication skills which help her provide top client experiences.
Karen has prior work experience at organizations like Smith Barney, Credit Suisse First Boston, and Weight Watchers International, where she experienced how just important communication is in shaping a client’s experience with a company.
Karen was born and raised in Brooklyn, NY, and now lives in Manalapan, NJ with her husband and their two sons. Outside of work, Karen enjoys spending time with her family and friends.