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 was named a Five Star Wealth Manager by Five Star Professional as seen in Boston magazine in February 20201. 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 2008.2
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.
1 Five 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 2020 Five Star Wealth Managers.
2 Research 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.