Deborah H. Levenson, CFP ®, MBA
Vice President, Financial Planning
Debbie graduated from the Wharton School of the University of Pennsylvania in 1983, receiving a B.S. degree in Economics with honors. In 1988 she earned an MBA from Harvard Business School.
Ms. Levenson began her career as a management consultant for Bain & Company, a strategy consulting firm. Subsequently she spent twelve years in senior strategic planning and consumer marketing roles with The First Years, an innovative infant products manufacturer, and ZOOTS, the largest dry-cleaning chain on the East Coast. In 2004 she decided to turn her lifelong passion for investing into a second career and she joined Braver Wealth Management LLC. She completed the financial planning curriculum at Boston University and passed the national Certified Financial Planner exam in 2005. Ms. Levenson has written articles published in Financial Planning Magazine, the AAII Journal (American Association of Individual Investors), and Women’s Business. She has been quoted in the New York Times, the Wall Street Journal, Investment News and on Morningstar.com. She has also been featured on multiple occasions as a Money Makeover Expert in the Boston Sunday Globe. Ms. Levenson is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association and the Boston Club.
