James M. Levine, MBA, CFS




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Jim provides sophisticated estate, business succession, investment and philanthropic solutions for affluent individuals and business owners. Jim focuses on developing key concepts and creative strategies with a process-oriented approach that brings a sense of security and comfort to the lives of his clients and their families.

Jim has over 20 years of sales and management experience. He has been in the financial services field since 2002. Prior to joining Lincoln Financial Advisors/Sagemark Consulting, Jim gained broad experience working at major manufacturing, software and consulting companies.

Jim holds a M.B.A. from Case-Western Reserve University and a B.S. in Industrial Engineering from Ohio State University. Jim has earned the Certified Fund Specialist designation. Jim volunteers as a hospital magician at the Cleveland Clinic. Jim and his wife reside in northeast Ohio and have two children. Jim enjoys tennis, cross-fit training, reading and magic.

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