NFP Expands Wealth Management Expertise with Acquisition of Levine Group in Nashville Area

NFP Expands Wealth Management Services through Acquisition

In a strategic move to strengthen its local presence and expand its wealth and retirement services, NFP, a leading property and casualty broker and benefits consultant, has announced its acquisition of Levine Group, LLC. This trusted financial services firm has been serving Nashville and the surrounding areas for over 60 years. The announcement was made on July 15, 2025, highlighting the ongoing commitment of NFP to provide specialized financial support to individuals and businesses.

A Legacy of Trust and Service

Founded in 1963, Levine Group has established a solid reputation in the financial sector, assisting individuals, families, and businesses with a personal touch. The firm offers a comprehensive range of services, including investment management, retirement plan consulting, and employee benefits. Michael Levine, the head of Levine Group, expressed his enthusiasm about joining NFP, stating that this partnership will enhance their ability to serve their clients by providing access to more resources and industry expertise.

“We're proud of what we've built over the past six decades. Our clients have trusted us to guide them through life's most important financial decisions, and being part of NFP allows us to continue our mission while reaching even more people,” said Mike Levine.

Strengthening the Team

As part of the acquisition, Michael Levine will assume a new role within NFP, collaborating closely with Mike Schneider, the president of NFP’s Central and West regions. Trevor Coe and Zach Levine are also joining NFP, ensuring that the clients of Levine Group continue to receive the same level of personalized service they have come to expect over the years.

Mike Schneider expressed his excitement about the merger, noting, “I’m thrilled Mike, Trevor, Zach, and the entire Levine Group team are joining NFP. Their strong reputation and experience in the Nashville market will help us enhance our wealth and retirement business significantly.”

Future Collaborations

The collaboration between NFP and Levine Group aims to create a broader impact within the Nashville community. Providing clients with innovative financial strategies is at the forefront of this merger. “This is a great move for our team and our clients,” said Zach Levine. “We’re gaining access to amazing resources and expertise, while still keeping the relationships and service that have made us who we are.”

The acquisition aligns with NFP's goal of addressing significant risks and challenges faced by businesses and individuals alike, fostering a culture of partnership and client-centric services.

About NFP

NFP is a prominent Aon company comprised of over 8,000 professionals serving clients across the U.S., Puerto Rico, Canada, the UK, and Ireland. The organization focuses on critical areas such as property and casualty insurance, benefits, wealth management, and retirement plan advisory. NFP's dedication to putting people first and prioritizing partnerships continues to drive its success and industry leadership.

By joining forces with Levine Group, NFP not only enhances its service offerings but also reaffirms its commitment to elevating the standards of client service within the financial services sector. This acquisition marks a significant milestone in NFP’s strategic growth, poised to leverage the deep-rooted expertise that Levine Group brings to the table.