Broker Check
Timothy W.  Leveroni

Timothy W. Leveroni

Founder, Wealth Advisor

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, 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

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
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.