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David Levitz, CLU®, ChFC®, RHU

Managing Partner

David Levitz serves as a Managing Partner for GCG Financial. In his role, David is focused on corporate growth and new business development. David’s background as a senior leader at GCG Financial has positioned him perfectly to understand the various facets of employee benefits, risk management and wealth accumulation.

David’s broad expertise will allow him to help organizations navigate the complexity and uncertainty that exists in today’s environment.  His area of focus centers around the design, marketing, negotiation, and financial analysis of employee benefit programs.  Additionally, David has managed care experience in ASO, self-funded contracts and alternatively funded group insurance programs.

David is active in numerous charities and civic organizations. He is a Million Dollar Round Table ("MDRT") Foundation Knight.  The Foundation works to increase volunteerism and provides funds to worthy charities worldwide. David has earned a Life Membership in the MDRT and is a past qualifier of MDRT’s Court of the Table and Top of the Table awards. In 2006, David earned the Samuel R. Weems award. This award is given out by Securian Financial Services to the person who has made an outstanding contribution to the MDRT.  David is also a past President of the Deerfield, Bannockburn and Riverwoods Chambers of Commerce and currently is on the Executive Committee of the Illinois Chamber of Commerce Healthcare Council.

David is currently a member of several professional organizations, including NAIFA (National Association of Insurance and Financial Advisors) and NAHU (National Association of Health Underwriters). He is a past President of the North Branch CALU (Chicago Association of Life Underwriters) and a Registered Representative, Investment Advisor Representative and Principal of Triad Advisors, LLC.

David is married with two grown children and devotes quality time to family life. When time permits, David is an avid golfer, skier and sports enthusiast.

Education: University of Denver

Credentials: Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Registered Health Underwriter (RHU®), Member FINRA/SIPC

Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.  

Registered Representative with Triad Advisors, LLC and an Investment Advisor Representative with Alera Investment Advisors, LLC.  Triad Advisors LLC and Alera Investment Advisors, LLC are not affiliated.