Timothy A. Leveroni
Wealth Advisor | Chief Operating Officer
Timothy A. (Tim) Leveroni joined the family’s successful financial consulting and wealth management practice in 2009. In addition to assisting the firm’s principals and wealth advisors in serving a broad range of client needs, Tim also focuses on marketing and business development activities for the firm.
Tim and his sister Jackie represent the third generation of Leveroni family members to help serve the financial needs of clients seeking to preserve and invest a lifetime of assets.
Tim was named a Five Star Wealth Manager by Five Star Professional as seen in Boston magazine in February 2023, 2022, 2021 & 20201.
He holds his FINRA Series 24, 7 and 66 securities registrations with LPL Financial and his Life, Health, and Disability insurance license with the state of Massachusetts. He is also a Notary Public. Tim earned a Bachelor of Science in Business Administration from Suffolk University in Boston, MA where he graduated Cum Laude.
He lives in Boston’s Jamaica Plain with his wife, Simona. Tim enjoys a broad range of sports, music and outdoor activities, including golf, hockey, tennis, skiing, hiking and sailing.
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 2020-2023 Five Star Wealth Managers.