Deborah H. Levenson, CFP®, MBA
Vice President, Financial Planning
Debbie Levenson brings warmth, intelligence and enthusiasm to her role as a Relationship Manager for Braver Wealth Management. Her high-level corporate experience enables her to serve as the “Chief Financial Officer” for her clients. By understanding their long-term goals and by combining detailed planning analysis with straightforward feedback, Debbie works hard to ensure that all of her clients stay on a safe financial path.
Financial planning is Debbie’s second career. After spending a dozen years in senior strategic planning/marketing roles for two Boston-area companies plus five years as a management consultant for Bain & Company, she fulfilled her lifelong passion for investing by joining Braver Wealth Management in 2004. Since then, Debbie has been quoted in The Wall Street Journal, The New York Times, BusinessWeek, Investment News and Morningstar.com. She has written articles published in Financial Planning, the AAII Journal (American Association of Individual Investors) and Women’s Business. She has been featured on multiple occasions as a Money Makeover Expert in The Boston Sunday Globe and has hosted boston.com’s online chat forums.
Debbie graduated from the Wharton School of the University of Pennsylvania, receiving a B.S. degree in Economics with honors. She received an MBA from Harvard Business School in 1988. Debbie is a Certified Financial Planner (CFP®) and a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association.
Debbie and her husband Steve, a psychiatrist, live in Waban, Massachusetts, where they go running together nearly every morning before work. They are competitive Scrabble players and rarely turn down an opportunity to play word games with family and friends.
“What could be more satisfying than helping smart, accomplished individuals to think creatively about their long-term goals? I really enjoy running the numbers to clarify where my clients stand today and what adjustments, if any, might help them reach their goals. I have been very blessed in my own professional and personal life and it is a privilege to be able to help others.”