Timothy Leveroni is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial in Braintree, MA. He has been with LPL Financial since 2009 and also operates Leveroni Financial Management. In addition to his advisory role, he provides notary services. LPL Financial serves a broad range of clients including individuals, retirement plans, institutions, and charitable organizations, offering a variety of advisory programs and financial planning services through a national network of investment adviser representatives.

Daniel Leveroni is a financial advisor with LPL Financial based in Braintree, MA. He holds the CFP® designation and a Series 63 license, and has 49 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jacqueline Leveroni is a financial advisor at LPL Financial with seven years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and model portfolios, with both discretionary and non-discretionary management options.

Joanne Leveroni is a financial advisor with LPL Financial in Braintree, MA, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. She has worked at LPL Financial since 2009. She also operates a business under the name Leveroni Financial Management Corp. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios.

Samir Shah is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2009. Shah also maintains a role at Leveroni Financial Management Corp., a business he has been involved with since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, institutions, and charitable organizations. The firm provides a wide range of financial planning and advisory services through a national network of investment adviser representatives, offering both discretionary and non-discretionary management along with model portfolios and research resources.

Timothy Leveroni is a financial advisor with LPL Financial in Braintree, MA, holding a Series 63 designation and possessing 49 years of industry experience. He has been with LPL Financial since 2009 and operates Leveroni Financial Management, a related investment business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.