Eric Levitt began his financial services career in 2005 with Northwestern Mutual in North Caldwell, Nj after having worked in Wholesale Marketing of School and Warehouse Storage Equipment for 20 years. He worked with business owners and pre-retirees to help plan their retirement and use tax efficient methods to help them plan and grow their business.
Eric and his family moved to Fort Myers in 2007. He started transitioning his practice to retirees using Safe Money Strategies to avoid market risk.
Eric graduated from the University of Bridgeport with a Bachelor’s Degree in Marketing and Finance.. He holds the FL 2-15 (life, health and annuities).
Eric is an avid golfer and along with his wife tries to take advantage of being an empty nester and travel as much as possible.