Joseph Bellantoni joined Leveroni Financial Management in May 2020 bringing with him over 50 years of banking and wealth management experience.
Joe, an Army Veteran who served in the 101st Airborne Division in Vietnam, then went on to earn graduate and post graduate degrees at Iona College in NY. With his MBA degree, Joe worked in the banking industry and then at John Hancock where he was recognized for his achievements in Sales and Ethics while working in Insurance and Investments. He recently left Centinel Financial Group in Needham MA to join our office.
With over 30 years’ financial industry experience, Joe specializes in Wealth Management, Estate & Retirement Planning and Long-Term Care Needs Planning. He received his LUTCF designation from American College and was a member of The Million Dollar Roundtable for several years. He believes the first steps in developing a financial strategy are to establish the client’s objectives and to build a relationship based on mutual trust. He believes in a comprehensive approach to financial goal setting and analyzes these objectives to create a strategy that is tailor fit to each client. Joe provides a wide range of products and services to meet the everyday needs of his clients to help them pursue their full financial potential.
As a Hanover MA resident, he and his wife, Barbara, raised their two children, Steven and Lisa. Joe was a member of the Hanover School Committee for 9 years, Chairman of the Board of The North River Collaborative and a member of the Town Capital Improvement Committee. Now, as a grandfather of two, Joe enjoys gardening, cooking and traveling.