Timothy W. Leveroni, CFP®

Timothy W. (Tim) Leveroni is the Chairman of the Board of Leveroni Financial Management. Tim and his brother Daniel W. Leveroni co-founded the independent, family-owned and operated financial consulting and wealth management firm in 1976. The firm traces its roots to 1959 when their father, John J. Leveroni began his financial services practice.

For more than 40 years, the firm has been devoted to helping individuals, families and business owners pursue their financial goals and transition wealth to their heirs and the charitable organizations they designate in the most tax efficient manner. As a Wealth Advisor and CERTIFIED FINANCIAL PLANNER^TM Professional, Tim adheres to high standards of ethics and integrity across all aspects of the practice. He is an active member of both the Financial Planning Association (FPA) and Financial Services Institute (FSI). He earned his Bachelor of Science degree from Babson College with High Distinction in Wellesley, MA.

Tim was recognized by Forbes as one of the 2022, 2021, 2020, 2019 & 2018 Best-In-State¹ Wealth Advisors and 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, 2013² and was recognized as one of America’s Top 100 Independent Broker/Dealer Advisors in August 2010 and November 2010 by Registered Rep magazine³; and America’s Top 100 Independent Advisors in America in August 2008 by Registered Rep magazine⁴. Tim and Leveroni Financial Management were also 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 2008⁵.  

As an LPL Financial Branch Manager, Tim is a FINRA Series 24 LPL Registered Principal. He holds his FINRA Series 7 and 63 securities registrations with LPL Financial. He holds his Life, Health, and Disability insurance license as well his Property and Casualty license with the state of Massachusetts.

Tim supports a number of charitable, philanthropic and not-for-profit organizations, including the Leveroni Family Foundation.

He and his wife Joanne C.R. Leveroni reside in Milton, MA. They have two grown children, Jacqueline and Timothy A. Leveroni and two grandchildren. Their children, Tim and Jackie, represent the third generation of Leveroni’s to join the family business. When he’s not actively engaged in managing the firm or the family foundation, Tim enjoys a broad range of sports, including tennis, hiking, skiing and golf. He is also a music enthusiast.

¹ The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

²Five 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 2013-2023 Five Star Wealth Managers.

³Registered Rep magazine's Top 100 Independent B/D Advisors list is based on assets under management.

⁴Advisors are ranked strictly by assets under management, though 60 percent of those assets must belong to retail, as opposed to institutional, clients. If the advisor is a member of a team, he must be the founder or leader of that team.

⁵Research 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.