Broker Check

Meet Our Team

Timothy W. Leveroni, CFP®

Chairman | Co-Founder and Co-Branch Manager | Wealth Advisor

Timothy W. (Tim) Leveroni is the Chairman of the Board of Leveroni Financial Management. Tim and his brother Daniel W. Leveroni co-founded the independent, family-owned and operated financial consulting and wealth management firm in 1976. The firm traces its roots to 1959 when their father, John J. Leveroni began his financial services practice.

For more than 40 years, the firm has been devoted to helping individuals, families and business owners pursue their financial goals and transition wealth to their heirs and the charitable organizations they designate in the most tax efficient manner. As a Wealth Advisor and CERTIFIED FINANCIAL PLANNERTM Professional, Tim adheres to high standards of ethics and integrity across all aspects of the practice. He is an active member of both the Financial Planning Association (FPA) and Financial Services Institute (FSI). He earned his Bachelor of Science degree from Babson College with High Distinction in Wellesley, MA.

Tim was recognized by Forbes as one of the 2018 Best-In-State1 Wealth Advisors and named a Five Star Wealth Manager by Five Star Professional as seen in Boston magazine in February 2018, 2017, 2016, 2015, 2014, 20132 and was recognized as one of America’s Top 100 Independent Broker/Dealer Advisors in August 2010 and November 2010 by Registered Rep magazine 3; and America’s Top 100 Independent Advisors in America in August 2008 by Registered Rep magazine.4 Tim and Leveroni Financial Management were also recognized among the top 30 family wealth management teams in the country by The Winner’s Circle 2008 (Barron’s): The Top-Ranked Advisor Teams in America, Family Teams, by Research magazine in September 2008. 

As an LPL Financial Branch Manager, Tim is a FINRA Series 24 Registered Principal. He holds his FINRA Series 7 and 63 securities registrations with LPL Financial. He holds his Life, Health, and Disability insurance license as well his Property and Casualty license with the state of Massachusetts.

Tim supports a number of charitable, philanthropic and not-for-profit organizations, including the Leveroni Family Foundation.

He and his wife Joanne C.R. Leveroni reside in Milton, MA. They have two grown children, Jacqueline and Timothy A. Leveroni and two grandchildren. Their son, Tim, represents the third generation of Leveroni’s to join the family business. When he’s not actively engaged in managing the firm or the family foundation, Tim enjoys a broad range of sports, including tennis, hiking, skiing and golf. He is also a music enthusiast.

1 The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

2Five Star Wealth Management is an award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list on 2013-2018 Five Star Wealth Managers

3Registered Rep magazine's Top 100 Independent B/D Advisors list is based on assets under management.

4Advisors are ranked strictly by assets under management, though 60 percent of those assets must belong to retail, as opposed to institutional, clients. If the advisor is a member of a team, he must be the founder or leader of that team.

5Research Magazine, “The Winner's Circle 2008” - The Winner's Circle is an organization independent of the firms involved and does not receive compensation from the over 100 participating firms or its affiliates, financial advisors or the media in exchange for ranking purposes. The Winner's Circle team vetted each nominated advisor through a host of quantitative and qualitative criteria, including assets managed, revenues, experience levels, compliance records, discussions with management and more. Portfolio performance is not a criteria. The Winner's Circle focuses on customer satisfaction and client retention.

Daniel W. Leveroni, CFP®

President | Co-Founder and Co-Branch Manager | Wealth Advisor

Daniel W. (Dan) Leveroni is President of Leveroni Financial Management, an independent, family-owned and operated financial consulting and wealth management firm founded in 1976. Dan shares co-branch management responsibilities with his brother and firm co-founder, Timothy W. Leveroni , Dan is proud to be part of a three-generation family legacy that traces its roots to 1959 when his father, John J. Leveroni began his financial services practice.

For more than 40 years, Dan has served the financial and investment planning needs of individuals, families and businesses with a single goal: to help others pursue their financial goals with confidence. As a Wealth Advisor and CERTIFIED FINANCIAL PLANNERTMProfessional, Dan adheres to industry high standards across every aspect of the practice. He is an active member of both the Financial Planning Association (FPA) and Financial Services Institute (FSI).

Dan was named a Five Star Wealth Manager by Five Star Professional as seen in Boston magazine in February 2018, 2017, 2016, 2015, 2014, 2013, 20121. Dan and Leveroni Financial Management were recognized among the top 30 family wealth management teams in the country by The Winner’s Circle 2008 (Barron’s): The Top-Ranked Advisor Teams in America, Family Teams, by Research magazine in September 2008.2

As an LPL Financial Branch Manager, Dan is a FINRA Series 24 Registered Principal. He holds his FINRA Series 7 and 63 securities registrations with LPL Financial. Dan also holds his state of Massachusetts Life, Health, and Disability insurance license.

Dan dedicates his time and talent in support of a number of charitable and not-for-profit organizations, including the Leveroni Family Foundation and the Baker Family Foundation.

Dan resides in Cotuit, MA. He is a dedicated sports fan and music enthusiast, and enjoys sailing as well as playing tennis and golf

1Five Star Wealth Management is an award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list on 2012-2018 Five Star Wealth Managers

2Research Magazine, “The Winner's Circle 2008” - The Winner's Circle is an organization independent of the firms involved and does not receive compensation from the over 100 participating firms or its affiliates, financial advisors or the media in exchange for ranking purposes. The Winner's Circle team vetted each nominated advisor through a host of quantitative and qualitative criteria, including assets managed, revenues, experience levels, compliance records, discussions with management and more. Portfolio performance is not a criteria. The Winner's Circle focuses on customer satisfaction and client retention.

Joanne C.R. Leveroni

Wealth Advisor

JoAnne C.R. (Jody) Leveroni joined Leveroni Financial Management upon it’s founding in 1976. She brings more than 40 years experience helping clients plan for the future they desire with a focus on educating and enabling those willing to learn the discipline of financial planning. Jody’s approach to comprehensive financial planning encompasses investment and risk analysis, and life solutions. She brings experience in disability, Long-Term Care and health insurance, employee benefits, and estate and eldercare planning. She is particularly passionate about empowering women of all ages to pursuing their financial goals with confidence.

Jody earned a Certificate in Financial Planning from the College of Financial Planning in Denver, CO and is an active member of both the Financial Planning Association (FPA) and Financial Services Institute (FSI). She holds her FINRA Series 7 and 63 securities registrations with LPL Financial and her Life, Health, and Disability insurance license with the state of Massachusetts. She earned a Bachelor of Science in Accounting from Bentley University in Waltham, MA.

Jody and Leveroni Financial Management were recognized among the top 30 family wealth management teams in the country by The Winner’s Circle 2008 (Barron’s): The Top-Ranked Advisor Teams in America, Family Teams, Research magazine in September 2008.1

She remains active in the community, including fundraising for her home town benefit and can often be found cooking for sick neighbors. Jody is a member of the Friends of the Blue Hills and the Brookwood Community Farm.

For more than 40 years, she and her husband Timothy W. Leveroni have lived in Milton, MA. They have two grown children, Jacqueline and Timothy A. Leveroni and two grandchildren . Their son, Tim, represents the third generation of Leveroni’s to join the family business.

For Jody, family always comes first, but family time and leisure time aren't necessarily mutually exclusive. She enjoys a round of golf or game of tennis with Tim whenever their schedules permit. Her grandchildren inspire her and their energy keeps her young at heart. She also spends time gardening, hiking, horseback riding, playing the piano or engaged in collecting and creating works of art.

1Research Magazine, “The Winner's Circle 2008” - The Winner's Circle is an organization independent of the firms involved and does not receive compensation from the over 100 participating firms or its affiliates, financial advisors or the media in exchange for ranking purposes. The Winner's Circle team vetted each nominated advisor through a host of quantitative and qualitative criteria, including assets managed, revenues, experience levels, compliance records, discussions with management and more. Portfolio performance is not a criteria. The Winner's Circle focuses on customer satisfaction and client retention.

Timothy A. Leveroni

Wealth Advisor Assistant | Chief Operating Officer

Timothy A. (Tim) Leveroni joined the family’s successful financial consulting and wealth management practice in 2009 as a Client Service Associate and Wealth Advisor Assistant. In addition to assisting the firm’s principals and wealth advisors in serving a broad range of client needs, Tim also focuses on marketing and business development activities for the firm.

Tim represents the third generation of Leveroni family members to help serve the financial needs of clients seeking to preserve and invest a lifetime of assets.

He holds his FINRA Series 7 and 66 securities registrations with LPL Financial and is a Notary Public. Tim earned a Bachelor of Science in Business Administration from Suffolk University in Boston, MA where he graduated Cum Laude.

Tim lives in Boston’s North End and enjoys a broad range of sports, music and outdoor activities, including golf, hockey, tennis, skiing, hiking and sailing.

Samir K. Shah, CFP®

Wealth Advisor

Samir Shah brings more than a decade of experience to Leveroni Financial Management clients seeking a highly professional and personalized approach to the development, implementation and monitoring of their wealth plans.

He began his financial services career in 2002 as a personal banker at one of New England’s oldest and most prestigious banking institutions. Working closely with individual and small business owner clients, it quickly became apparent to Samir that his clients required more comprehensive solutions than he was able to offer. In 2005, he joined Leveroni Financial Management.

A CERTIFIED FINANCIAL PLANNERTM practitioner since 2008, at Leveroni Financial Managment, Samir focuses on assisting the wealth advisors with financial planning, asset allocation, investment research, portfolio manager selection, real estate analysis, business planning and retirement planning. He never loses sight of the tremendous trust and confidence clients place in Leveroni Financial Management to provide guidance along the path toward financial independence. He views helping LFM clients as a great honor and privilege.

Samir was named a Five Star Wealth Manager by Five Star Professional as seen in Boston magazine in February 2018.

He holds his FINRA Series 7 and 66 securities registrations with LPL Financial and his Life, Health, and Disability insurance license with the state of Massachusetts.

Samir earned his Bachelor of Science in Business Administration with a concentration in Finance and Financial Planning, and a Master of Science in Finance from Suffolk University in Boston, MA. As an alumnus, he volunteers his time as a mentor for Suffolk University students. He also volunteers his time and talents to assist various religious organizations throughout the community.

He lives in Medford, MA with his wife, Seema, and baby boy, Sahil, and enjoys reading, learning about technological advancements and spending time relaxing with family.

¹Five Star Wealth Management is an award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list on 2018 Five Star Wealth Managers.

Lee Generous, CFP®, CHFC®

Wealth Advisor

Lee Generous adds over 10 years of experience to the Leveroni team and joined as a member of our extended family in 2015.

The majority of his financial services career was spent at Fidelity Investments from 2005 - 2015. During his time there he had the opportunity to work with every spectrum of client including those on top of the Forbes wealthiest list to those opening their first brokerage account. Throughout that period he desired the ability to deliver comprehensive plans and move more quickly in order to deliver the level of service he desired for his clients. Hence, his foray into the independent advisory space with Leveroni Financial Management Corp.

A CERTIFIED FINANCIAL PLANNERTM and Chartered Financial Consultant® (ChFC®) at Leveroni Financial Management, Lee focuses on assisting our clients with comprehensive financial planning. Including but not limited to: asset allocation, investment research, portfolio manager selection, real estate investment analysis, business planning and retirement planning. He cherishes the trust and confidence clients place in Leveroni Financial Management to provide guidance along the path toward financial independence. After over a decade in the industry Lee has come to realize that building relationship with clients and being a resource for them to pursue their financial independence brings him the greatest satisfaction.

Lee was named a Five Star Wealth Manager by Five Star Professional as seen in Boston magazine in February 2018.

He holds his FINRA Series 7, 63, and 65 securities registrations with LPL Financial as well as his Life, Health, and Disability insurance license with the state of Massachusetts and is also a Notary Public. Lee earned a dual Bachelors degree in Economics and Political Science from the University of Massachusetts Amherst in 2004. He volunteers his time at the Pine Street Inn and also is passionate about raising funds for Diabetes.

He lives in Marshfield, MA with his wife, Emily, their daughter Scarlett, and baby boy, Finn. He is an avid Boston sports fan and enjoys reading, exercising, working on his home and garden, and spending time with his family and friends.

¹Five Star Wealth Management is an award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list on 2018 Five Star Wealth Managers

Jane M. Rizzotto

Director of First Impressions | Operations Associate

Jane Rizzotto joined Leveroni Financial Management in 2015 as a receptionist where she is responsible for a broad range of administrative responsibilities. Her experience gained over 35 years in offices specializing in the medical field, structured settlements and retail/on-line sales companies enable her to bring fresh acumen to our office administration and operations.

Jane has a Secretarial Certificate and an Associate’s Degree in Business.

She lives in Whitman, MA where her and her husband Paul D’Angelo raised three daughters, Rhiannon, Amber and Marissa. She enjoys doing crafts and gardening.

Madeline Velasquez

Operations Associate

Madeline Velasquez joined Leveroni Financial Management in 2016 as a Client Service Associate. Madeline processes new accounts, beneficiary changes, assists in client meeting presentations, and assists advisors with paperwork.

Madeline holds her FINRA Series 6 securities registrations with LPL Financial.  Madeline earned a Bachelor of Science degree in Accounting and Finance Management at Northeastern University College of Professional Studies in 2015, where she graduated Cum Laude. She also took part in the Sigma Epsilon Rho Honor Society and was on the Dean’s List for outstanding academic achievement for four consecutive semesters. Madeline is also a Notary Public in the state of Massachusetts and speaks both English and Spanish fluently.

Madeline lives in Revere, MA and enjoys a broad range of sports, cooking, reading, music, and spending time with family and friends.

Antonette E. Palumbo

Operations Associate

Antonette Palumbo joined Leveroni Financial Management in 2012 as an operations associate where she is responsible for a broad range of administrative projects and responsibilities. Her experience gained over 25 years and across multiple businesses and industries, including insurance, HVAC, real estate and property management enable her to bring fresh perspective and insight into office administration and operations.

Antonette attended the Henry O. Peabody School: Post Graduate Business Secretarial School in Norwood.

She lives in Norwood, MA and has three daughters, Pam, Denise and Donna. She enjoys music, crocheting and knitting.