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Meet Our Team

Daniel W. Leveroni, CFP®

Founder, Wealth Advisor

daniel.leveroni@lplfinancial.com

Daniel W. (Dan) Leveroni is President of Leveroni Financial Management, an independent, family-owned and operated financial consulting and wealth management firm founded in 1976. Dan shares co-branch management responsibilities with his brother and firm co-founder, Timothy W. Leveroni , Dan is proud to be part of a three-generation family legacy that traces its roots to 1959 when his father, John J. Leveroni began his financial services practice.

For more than 40 years, Dan has served the financial and investment planning needs of individuals, families and businesses with a single goal: to help others pursue their financial goals with confidence. As a Wealth Advisor and CERTIFIED FINANCIAL PLANNERTM Professional, Dan adheres to industry high standards across every aspect of the practice. He is an active member of both the Financial Planning Association (FPA) and Financial Services Institute (FSI).

Dan was named a Five Star Wealth Manager by Five Star Professional as seen in Boston magazine in February 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 20121. Dan and Leveroni Financial Management were 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 2008.2

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

Dan dedicates his time and talent in support of a number of charitable and not-for-profit organizations, including the Leveroni Family Foundation and the Baker Family Foundation.

Dan resides in Cotuit, MA. He is a dedicated sports fan, music enthusiast, and enjoys sailing as well as playing tennis and golf.

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 2012-2024 Five Star Wealth Managers.

2Research 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.

Joanne C.R. Leveroni

Founder, Wealth Advisor

joanne.leveroni@lplfinancial.com

JoAnne C.R. (Jody) Leveroni joined Leveroni Financial Management upon it’s founding in 1976. She brings more than 40 years experience helping clients plan for the future they desire with a focus on educating and enabling those willing to learn the discipline of financial planning. Jody’s approach to comprehensive financial planning encompasses investment and risk analysis, and life solutions. She brings experience in disability, Long-Term Care and health insurance, employee benefits, and estate and eldercare planning. She is particularly passionate about empowering women of all ages to pursuing their financial goals with confidence.

Jody earned a Certificate in Financial Planning from the College of Financial Planning in Denver, CO and is an active member of both the Financial Planning Association (FPA) and Financial Services Institute (FSI). She holds her FINRA Series 7, 63, and 66 securities registrations with LPL Financial and her Life, Health, and Disability insurance license with the state of Massachusetts. She earned a Bachelor of Science in Accounting from Bentley University in Waltham, MA.

Jody was named a Five Star Wealth Manager by Five Star Professional as seen in Boston magazine in February 2024, 2023, 2022, 2021 and 20201.  Jody and Leveroni Financial Management were 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, Research magazine in September 2008.2

She remains active in the community, including fundraising for her hometown benefit and can often be found cooking for sick neighbors. Jody is a member of the Friends of the Blue Hills and the Brookwood Community Farm.

For more than 40 years, she and her husband Timothy W. Leveroni have lived 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.

For Jody, family always comes first, but family time and leisure time aren't necessarily mutually exclusive. She enjoys a round of golf or game of tennis with Tim whenever their schedules permit. Her grandchildren inspire her and their energy keeps her young at heart. She also spends time gardening, hiking, horseback riding, playing the piano or engaged in collecting and creating works of art.

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 2020-2024 Five Star Wealth Managers.

2 Research 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.

Timothy A. Leveroni

Partner, Wealth Advisor

tim.leveroni@lplfinancial.com

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 2024, 2023, 2022, 2021 & 20201.

He holds his 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 2020-2024 Five Star Wealth Managers.

Samir K. Shah, CFP®

Partner, Wealth Advisor

samir.shah@lplfinancial.com

Samir Shah brings more than a decade of experience to Leveroni Financial Management clients seeking a highly professional and personalized approach to the development, implementation and monitoring of their wealth plans.

He began his financial services career in 2002 as a personal banker at one of New England’s oldest and most prestigious banking institutions. Working closely with individual and small business owner clients, it quickly became apparent to Samir that his clients required more comprehensive solutions than he was able to offer. In 2005, he joined Leveroni Financial Management.

A CERTIFIED FINANCIAL PLANNERTM practitioner since 2008, at Leveroni Financial Management, Samir focuses on assisting the wealth advisors with financial planning, asset allocation, investment research, portfolio manager selection, real estate analysis, business planning and retirement planning. He never loses sight of the tremendous trust and confidence clients place in Leveroni Financial Management to provide guidance along the path toward financial independence. He views helping LFM clients as a great honor and privilege.

Samir was named a Five Star Wealth Manager by Five Star Professional as seen in Boston magazine in February 2024, 2023, 2022, 2021, 2020, 2019 & 20181.

He holds his FINRA Series 7 and 66 securities registrations with LPL Financial and his Life, Health, and Disability insurance license with the state of Massachusetts.

Samir earned his Bachelor of Science in Business Administration with a concentration in Finance and Financial Planning, and a Master of Science in Finance from Suffolk University in Boston, MA. As an alumnus, he volunteers his time as a mentor for Suffolk University students. He also volunteers his time and talents to assist various religious organizations throughout the community.

He lives in Lexington, MA with his wife, Seema, and 2 sons, Sahil & Savan.  He enjoys reading, investments, and spending time with 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 2018-2024 Five Star Wealth Managers.

Jane M. Rizzotto

Director of First Impressions | Operations Associate

jane.rizzotto@lplfinancial.com

Jane Rizzotto joined Leveroni Financial Management in 2015 as a receptionist where she is responsible for a broad range of administrative responsibilities. Her experience gained over 35 years in offices specializing in the medical field, structured settlements and retail/on-line sales companies enable her to bring fresh acumen to our office administration and operations.

Jane has a Secretarial Certificate and an Associate’s Degree in Business.

She lives in Whitman, MA where her and her husband Paul D’Angelo raised three daughters, Rhiannon, Amber and Marissa. She enjoys doing crafts and gardening.

Jacqueline Waite

Senior Client Service Associate

jacqueline.waite@lplfinancial.com

Jacqueline Waite joined Leveroni Financial Management in 2023.  Prior to that, Jacqueline started her career at Fidelity Investments.  At Fidelity, she supported financial advisors with solving their client service needs and working within the Fidelity Family Office Services group.  After that she spent time working at a local financial planning firm.

Jacqueline holds her Series 7 and 63 securities registrations with LPL Financial.  She earned her Master of Business Administration and Bachelor of Science in Computer Information Systems degrees from Quinnipiac University.  Her goal is to one day become a Certified Financial Planner.

Jacqueline lives in Marshfield, MA.  She enjoys going to the beach whenever possible, reading, skiing, and traveling.

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