Jacqueline Leveroni joined the family’s financial consulting and wealth management practice in September of 2020. She represents the third generation of Leveroni family members that serve the financial needs of our clients. Prior to coming onboard at Leveroni Financial Management, she spent two years as a Wealth Advisor Associate for Morgan Stanley where she primarily did financial planning.
Jackie holds her FINRA Series 7 and 66 securities registrations with LPL Financial. She earned her Juris Doctorate from Vermont Law School, as well as a Master’s in Environmental Law and Policy while she was obtaining her law degree. Jackie also received a Bachelor of Science in Community Development and Applied Economics from the University of Vermont.
Jackie resides in Maine with her two children, their hound dog, and flock of free-range chickens. In her free time, Jackie loves spending time outdoors with her children teaching them all the things that she enjoys, which includes a broad range of hobbies such as raising animals, skiing, hiking, fly fishing, tennis, squash, golf, and guitar.