Jim Levine is a representative of Osaic Wealth, Inc. and has experience in wealth management, business continuity, and wealth transfer strategies. He provides sophisticated estate strategies, business succession, investment and philanthropic solutions for affluent individuals and business owners. Jim focuses on developing key concepts and creative strategies with a process-oriented approach that strives to bring a sense of security and comfort to the lives of his clients and their families.
Jim has over 20 years of sales and management experience. He has been in the financial services field since 2002. Prior to joining Osaic Wealth, Inc., Jim gained broad experience working at major manufacturing, software and consulting companies.
Jim holds a M.B.A. from Case-Western Reserve University and a B.S. in Industrial Engineering from Ohio State University. Jim has earned the Certified Fund Specialist designation. Jim is a member of Ohio Business Brokers Association. Jim does volunteer work in the hospital. Jim and his wife reside in northeast Ohio and has two adult children. Jim enjoys pickleball, fitness training, chess, reading and magic.