Jeffrey Levine

Chief Planning Officer at Buckingham Group

Jeffrey Levine is the Director of Advanced Planning at Buckingham Wealth Partners. Jeffrey has over 20 years of experience in the financial industry and has been with Buckingham for six years. Prior to Buckingham, Levine was the CEO and Director of Financial Planning at BluePrint Wealth Alliance. Jeffrey has also worked as a financial advisor at fully Vested Advice, Inc and ADVANCED WEALTH STRATEGIES, LLC. In addition to their work in the financial industry, Levine is also a contributing writer and editor for Ed Slott’s IRA Advisor newsletter.

They are on a team with Dawn Lovelace - Director of Talent Acquisition, Wendy Hartman - President & Director, Buckingham Strategic Wealth, and David Levin - Chief Client Officer & Director. Their manager is Adam Birenbaum, CEO & Chairman.

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Manager

Adam Birenbaum

CEO & Chairman

Peers

Jeff Mcgovern

Director of Transactions

John Spyers

Chief Information and Technology Officer, Buckingham Wealth Partners

Salvatore Papa

General Counsel & Chief Compliance Officer, Buckingham Wealth Partners & Director

Teams

+22

Leadership Team

25 members

Timeline

Chief Planning Officer
Current role
Director, Advanced Planning, Buckingham Wealth Partners

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