Levine & Reid, Inc. is widely recognized as one of the leading personal and business financial strategies firms. Leveraging cutting-edge technology and intellectual capital with a foundation built on long-term relationships, we are well-equipped to provide world-class, personalized financial solutions. We are committed to providing you with the advice, expertise, and value you deserve.
Susan Murphy Reid, CLU, ChFC, CASL, ChHC, REBC president of Levine & Reid, Inc., has been a Soaring Eagle level member of the Leading Producers Round Table (LDRT) of the National Association of Benefits and Insurance Professionals (NABIP) since 2013. LDRT recognizes producers who achieve this membership qualification as having achieved the highest level of success in the industry.
Bruce Levine, CLU, ChFC, of Levine & Reid, Inc., is a lifetime member of the Million Dollar Round Table (MDRT). MDRT is the leading association of life insurance and financial services professionals.
Susan Murphy Reid, CLU, ChFC, CASL, ChHC, REBC, is a member of the Leading Producers Round Table (LPRT) of the National Association of Health Underwriters. LPRT recognizes successful underwriters of Accident & Health Insurance and is the premier program for top Health, Disability, Long-Term Care and Worksite Insurance producers.
Investment Advisory Representative (IAR) Susan Murphy Reid
Active Associations:
NAIFA- The National Association of Individual Financial Advisors
NABIP - National Association of Benefits and Insurance Professionals
Society of FSP- Society of Financial Services Professionals
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