Jack Levine

Background

About Jack Levine

Most of us have spent the bulk of our lives working to provide for our families while continuing to build a future for ourselves. It can be difficult recognizing when we have truly achieved all we have set out to do. Therefore, my true value as your financial advisor is to help you: acknowledge your successes, redefine your goals, recognize future opportunities, and maximize your wealth seeking to create the life you have always dreamed of. Most of my clients are experiencing some type of transitional event, could be divorce could be retirement. Regardless of the transition, I have found that they are concerned with three issues: 1) Are they financially prepared for this event? 2) What is my purpose in this new life? 3) How do I create and maintain a quality of life today? What I do to assist them: 1) Implement their life plan 2) Incorporate our proactive wealth program in an effort to address every issue leaving no stone unturned. 3) Continually provide education aimed at the financial issues and the transition issues. Because I realize that the biggest cause of anxiety is the lack of knowledge, therefore we don’t want to wait until the transition has occurred and it is too late to prepare for it. Services Wealth Management College Planning Estate Planning Strategies Financial Planning Asset Management Retirement Planning Lending Solutions Long Term Care Insurance Alternative Investments Business Planning Philanthropic Services Fixed Income Planning for Special Needs Individuals Business Succession Planning Professional Portfolio Management Education Planning Corporate Retirement Plans 401(k) Rollovers Insurance Services The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.