I 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, I also focus on marketing and business development activities for the firm.My sister, Jackie, and I 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.I was named a Five Star Wealth Manager by Five Star Professional as seen in Boston magazine in February 2023, 2022, 2021 & 2020.I hold my Series 24, 7 and 66 securities registrations with LPL Financial and my Life, Health, and Disability insurance license with the state of Massachusetts. I am also a Notary Public. I earned a Bachelor of Science in Business Administration from Suffolk University in Boston, MA where I graduated Cum Laude.I live in Boston’s Jamaica Plain with my wife, Simona. I enjoy a broad range of sports, music and outdoor activities, including golf, hockey, tennis, skiing, hiking and sailing.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.Securities and advisory services offered through LPL Financial., a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.For a list of states in which I am/we are registered to do business, please visit www.leveroni.com