Joe Levine is a wealth advisor who approaches financial planning with the perspective of a business owner. He is committed to helping families manage complex financial decisions with clarity and thoughtful guidance. Joe brings a practical and relationship-focused approach to the individuals and families he works with.

Before joining Hightower Advisors, Joe worked as a wealth advisor at Merrill Lynch in Atlanta and later founded and led two Sarasota-based businesses. These experiences deepened his understanding of entrepreneurship, risk management, and long-term planning. Drawing from his background, Joe incorporates principles of hospitality—such as attentiveness, personalization, and care—into his work with clients.

As a Certified Exit Planning Advisor® (CEPA), Joe supports business owners in aligning their personal, financial, and business goals. He helps them prepare for transitions by focusing on building transferable value within their companies.

Joe works with clients who have a range of financial needs, including:

• Entrepreneurs , business owners, and executives

• Multigenerational families

• Individuals planning around unique circumstances, such as special needs considerations

Known for his straightforward communication and consistent support, Joe builds relationships based on trust and shared goals. He views wealth as a tool for stewardship, freedom, and long-term impact.

Joe uses his financial planning experience and a goals-based approach to help clients make informed decisions. He provides clear, practical advice tailored to each client’s situation.

Joe lives in Sarasota with his wife and young son. He is a graduate of Florida Gulf Coast University, Lutgert College of Business. His long-term focus is to help families protect what matters most, make confident choices, and build legacies that reflect their values.