Braintree, MA – Leveroni Financial Management proudly announces the 40th anniversary of Timothy W. Leveroni’s distinguished career in the financial services industry at LPL Financial. As Chairman of the Board and co-founder of the family-owned and operated firm, Tim has exemplified a steadfast commitment to helping individuals, families, and business owners pursue their financial goals while providing elevated client service with the utmost integrity.
Tim co-founded Leveroni Financial Management in 1976 alongside his brother, Daniel W. Leveroni, continuing a legacy that began with their father, John J. Leveroni, in 1959. Over the past four decades, Tim has built a reputation as a valued wealth advisor, assisting clients with financial planning, wealth management, and estate transitions strategies, always with a focus on pursuing tax efficiency and legacy goals.
Throughout his career, Tim has been recognized for his expertise and leadership. Among his many accolades, he has been honored by Forbes as one of the "Best-In-State Wealth Advisors"* for five consecutive years and named a "Five Star Wealth Manager"** by Boston Magazine for more than a decade. His achievements reflect his dedication to upholding strong ethical and professional standards in the industry.
Tim’s influence extends beyond his client work. He is an active member of the Financial Planning Association (FPA) and Financial Services Institute (FSI) and holds multiple securities registrations through LPL Financial. His leadership as a FINRA Series 24 LPL Registered Principal underscores his commitment to fostering excellence within the firm and the industry.
“Tim’s milestone represents more than longevity—it is a testament to the unwavering commitment and exceptional service he has provided to his clients for four decades,” said Samir Shah, Wealth Advisor and Partner. “His ability to combine expertise with a personal touch has set a standard of excellence that continues to inspire everyone at Leveroni Financial Management.”
Outside of his professional achievements, Tim’s dedication to philanthropy is evident through his support of charitable organizations through the Leveroni Family Foundation. A lifelong resident of Milton, MA, Tim and his wife, Jody, take pride in their two children, Jackie and Tim, who represent the third generation of Leveroni’s to join the family firm.
As Tim celebrates this remarkable anniversary, Leveroni Financial Management honors his legacy of client-centric service, family values, and a commitment to making a meaningful impact on the lives of those he serves.
For more information about Timothy W. Leveroni and Leveroni Financial Management, please visit www.leveroni.com.
*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.
**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 of {2013/2014/2015/2016/2017/2018/2019/2020/2021/2022/2023/2024} Five Star Wealth Managers.
About Leveroni Financial Management
Founded in 1976, Leveroni Financial Management is an independent, family-owned and operated wealth management firm dedicated to providing personalized financial solutions. The firm specializes in helping individuals, families, and business owners pursue their financial goals and create enduring legacies.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 22,000 financial advisors, including advisors at approximately 1,100 institutions and at approximately 570 registered investment advisor firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Securities and Advisory services offered through LPL Financial LLC ("LPL Financial"), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States.