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 PLANNERTM Professional, 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 2023, 2022, 2021, 2020, 2019, 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 LPL 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 of 2012-2023 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.