Lee Generous adds over 10 years of experience to the Leveroni team and joined as a member of our extended family in 2015.
The majority of his financial services career was spent at Fidelity Investments from 2005 - 2015. During his time there he had the opportunity to work with every spectrum of client including those on top of the Forbes wealthiest list to those opening their first brokerage account. Throughout that period he desired the ability to deliver comprehensive plans and move more quickly in order to deliver the level of service he desired for his clients. Hence, his foray into the independent advisory space with Leveroni Financial Management Corp.
A CERTIFIED FINANCIAL PLANNERTM and Chartered Financial Consultant® (ChFC®) at Leveroni Financial Management, Lee focuses on assisting our clients with comprehensive financial planning. Including but not limited to: asset allocation, investment research, portfolio manager selection, real estate investment analysis, business planning and retirement planning. He cherishes the trust and confidence clients place in Leveroni Financial Management to provide guidance along the path toward financial independence. After over a decade in the industry Lee has come to realize that building relationship with clients and being a resource for them to pursue their financial independence brings him the greatest satisfaction.
Lee was named a Five Star Wealth Manager by Five Star Professional as seen in Boston magazine in February 2019 & 20181.
He holds his FINRA Series 7, 63, and 65 securities registrations with LPL Financial as well as his Life, Health, and Disability insurance license with the state of Massachusetts and is also a Notary Public. Lee earned a dual Bachelors degree in Economics and Political Science from the University of Massachusetts Amherst in 2004. He volunteers his time at the Pine Street Inn and also is passionate about raising funds for Diabetes.
He lives in Marshfield, MA with his wife, Emily, their daughter Scarlett, and baby boy, Finn. He is an avid Boston sports fan and enjoys reading, exercising, working on his home and garden, and spending time with his family and friends.
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 2019 & 2018 Five Star Wealth Managers.