Mitch Levin, MD, CWPP, CAPP
Former CEO & Senior Consultant
After successfully selling his eye surgery practice and taking considerable action in philanthropy, Dr. Levin turned his energies towards becoming a leader in Florida’s financial services industry. His passion to help individuals and institutions accumulate and preserve wealth has served as inspiration to develop a collaborative, goal-oriented team, founded upon client advocacy and education. Since 2010, Mitch and the Summit team have nearly quadrupled their annual client acquisition rate.
A national best-selling author, trusted advisor, and accomplished public speaker, Mitch has been featured on ABC, NBC, CBS, and Fox Affiliates, and interviewed by Astral Media. He has appeared in The Wall Street Journal, Newsweek, Barron’s and USA Today and recognized by America’s Premier Experts and the National Academy of Best Selling Authors.
Mitch is a Certified Asset Protection Planner and a Certified Wealth Preservation Planner. He specializes in preserving, protection, and optimizing client wealth and is highly sought for his understanding of advanced planning strategies.
Being an avid golfer, snow skier, and tennis player keeps this busy former CEO in good physical condition and adds outlet for his competitive nature. Devoted to his wife Swantje and their two sons, Mitch balances his strong work ethic with plenty of quality family time.