Boca Raton, FL T Rex Avenue Office

Daniel Levine is a financial advisor with Cerity Partners LLC and holds a Series 65 credential. He has 19 years of industry experience, including nearly two decades at Kaplan, Krauss & Levine, LLC prior to joining Cerity Partners in 2024. Outside of his advisory role, he owns Levine Insurance Brokers, a non-variable life insurance agency. Cerity Partners is an SEC-registered investment adviser serving a broad range of clients, including individuals, families, corporations, and institutional investors. The firm offers diversified investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Jack Boyland is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior experience includes roles at Raymond James & Associates and Truist Advisory Services. He is involved with the Raymond F. Kravis Center for the Performing Arts as a member of its Young Friends Board and Executive Committee. Cerity Partners provides customized wealth management services to a diverse national clientele, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, combining proprietary quantitative screens with third-party managers and individual securities.

Shiloh Markus is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners, he worked at Fourthought Private Wealth and Sarasota County Government. Markus also has a background in education, having spent six years in full-time education and four years affiliated with Florida Gulf Coast University. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investment opportunities, utilizing tailored asset allocation and proprietary quantitative screening.