Avi Levine

I began my career as a financial advisor in 2016, following in my father Glenn's footsteps. More recently, in 2025, I obtained my CERTIFIED FINANCIAL PLANNER (R) certification. I grew up in the Boston area, graduated from the University of Delaware, and lived in New York City for several years. I now reside in Southport, CT with my wife and two daughters. In addition to my home office in Southport, I also have offices in Shelton, CT and White Plains, NY, where I can meet with clients by appointment.

Glenn joined Prudential in 1980 after graduating from Brandeis University and is the senior member of our Team. His decades of experience planning for businesses and his knowledge of employee benefits and insurance provide an added dimension to our team. Glenn is a qualifying member of MDRT's Court of the Table and has earned lifetime membership to MDRT. He is a past president and board member of Temple Aliyah in Needham, MA. Glenn enjoys playing golf, and he and his wife Alisa love family time with their children and grandchildren.

Jordan has been a Financial Advisor with Prudential since 2004, right after graduating from the University of Massachusetts at Amherst. He began his career working alongside his father Marty, who was also an advisor with Prudential for 45 years before retiring in 2018. Marty inspired Jordan to become an advisor, by showing him the importance of helping clients make prudent financial decisions and instilled in him many of the values he incorporates into his practice today. Jordan's consultative approach provides his clients with education and guidance. Jordan is a qualifying member of MDRT's Top of the Table, as well as being a member of Prudential's Chairman's Council. His spare time is spent with his wife and two daughters, traveling, and exercising.

Sophia graduated from Roger Williams University with a bachelor's degree in Management & Finance. During her time in college, she was a part-time tour guide and was also an assistant to a financial advisor for two years. From these experiences, she realized her passion for relationship building and supporting others in making important decisions, which led her to begin her career as a financial advisor. Sophia prides herself in being honest and transparent with clients. She also takes pride in being an example that women can excel in this role. When not working, Sophia enjoys staying active, traveling, and spending time with friends and family.