Michael A. Levick
General Counsel

Michael is the firm’s General Counsel. He has more than 30 years of experience providing technical, financial product and tax law support to the financial services industry and holds special insight related to the integration of insurance and financial products into a client’s comprehensive estate and financial plans. Prior to his relationship with KB Financial, Michael was a regional vice president, director of advanced planning and a financial planner.

He has lectured extensively on estate planning, business continuation planning, executive benefits, and charitable planning, some of which have provided continuing education credits to accountants, financial advisors, attorneys and insurance agents.

Michael graduated from Ursinus College with a Bachelor’s Degree in Economics and Business Administration and received his Juris Doctor from Temple University Beasley School of Law. He also holds Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College. Michael is a member of the New Jersey State Bar Association, its Section on Real Property as well as Trusts and Estates.