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Mark Levitats joins Lockton in Florida to expand retirement practice

MIAMI, Sept. 30, 2019 -- Lockton is pleased to announce that Mark Levitats, Certified Financial Planner, has joined as a retirement expert in its southeast region. Levitats, a 28-year veteran of the industry, will consult with clients in Florida and throughout the US on the design, funding and oversight of both qualified and non-qualified retirement benefits.

“Mark joins a growing team of retirement consultants in the southeast,” said Doug Hutcherson, chief executive officer of Lockton’s southeast region. “Lockton continues to attract the best in the industry to work with clients of all sizes on complex needs, Mark is no exception.”

Levitats spent 13 years with Gallagher, most recently as area vice president before joining Lockton. Prior to Gallagher, was a partner and shareholder at Y.S. Leidman & Associates where he specialized in retirement plan administration and consultation.

“During my career in the industry, I’ve witnessed Lockton’s presence in the marketplace grow from regional to global,” said Levitats. “Now, more than ever, Lockton is where I can best help my clients.”

Levitats specializes in creative financing solutions to support all forms of non-qualified plans for a variety of employers, including large hospitals and university systems. He has extensive experience structuring key person insurance, buy-sell agreements, estate planning and split dollar insurance structures.

“Our clients are looking for fresh ideas for their retirement plans,” said Manoj Sharma, chief operating officer of Lockton’s southeast region. “Mark has a long history of success designing and implementing innovative service programs that will benefit our clients immensely.”

Levitats is actively involved in the American Cancer Society and University of Miami Sylvester Cancer Center where he mentors patients going through cancer treatment. He is also a founder of Mt. Sinai Medical Center in Miami.

Lockton’s retirement practice advises more than 1,500 plans, representing more than $65 billion in assets. Levitats will be based out of Lockton’s Miramar office, located at 3601 Ave #200, Miramar, FL 33027. He can be reached at 305-421-9520.

About Lockton

Lockton is a global professional services firm with 7,000 Associates who advise clients on protecting their people, property, and reputation. Lockton has experienced rapid organic grown by helping clients achieve their objectives. For 11 consecutive years, Business Insurance magazine has recognized Lockton as a "Best Place to Work in Insurance.”

    
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