Affiliation, Press Releases

Two Leavitt Group Agencies Join Together: McDonald-Leavitt Insurance and Leavitt United Insurance Services

McDonald-Leavitt Insurance is pleased to announce they have merged into another larger Leavitt Group affiliate, Leavitt United Insurance Services. This merger will provide Kim and David McDonald—McDonald-Leavitt founders and co-owners—with broader market access, a dedicated claims department, loss control services, and a robust risk management platform.

David and Kim shared, “This merger is a huge benefit for everyone. We will be able to spend more time with our clients and have more resources and services to offer. We are excited for our new partnership.”

Steve Stetson, co-owner of Leavitt United’s wine country division, said, “We are thrilled to partner with McDonald-Leavitt. Their longstanding ties to the communities within Sonoma, Napa, and Mendocino Counties, and their track record of excellent customer service are a perfect fit for our vision and goals going forward. We’ll bring additional markets and resources to allow the agency to remain dynamic and competitive in this challenging market while keeping everything that’s worked so well for the past thirty years in place.”

Leavitt United Insurance Services will bring their resources to McDonald-Leavitt’s Santa Rosa office while their staff, contact information, and physical location will remain unchanged.

If any questions about this new affiliation, please contact agency co-owner, Sarah Garcia at 916-226-2519 or sarah-garcia@leavitt.com.

Leavitt Group is one of the largest privately-held insurance brokerages in the nation with over 200 locations across 26 states. Leavitt Group agencies have the unique flexibility of local owners and provide a consultative approach to commercial insurance, employee benefits, and personal insurance. With over 70 years in the insurance industry, Leavitt Group brings national strength and local trust to the communities and clients they serve. For more information about Leavitt Group, please visit www.leavitt.com.

Leavitt Group—national strength, local trust. Leavitt Group is the 14th largest independently held insurance brokerage in the United States. We pride ourselves on our experience and ability to help our clients succeed. Contact an agency near you