Steven LaFerriere
As a financial advisor, I serve my clients by:
1) getting to know them well 🤝
2) analyzing and forecasting their financial health 📊
3) helping them to build, protect, and make wise use of their wealth 🏰
As the youngest of five advisors on a thriving team, I'm committed to continuous learning and teaching. I collaborate with estate and tax planning professionals to guide families and businesses as well as to educate communities. I recently earned CFP® certification and am actively seeking to serve more clients in better ways.
Personally, I'm a servant of Yeshua the Messiah, the husband of my lovely South African wife, and a father of two. My faith and family drive me to serve others with integrity, compassion, and purpose - both in my financial practice and in every aspect of life.
I credit my mother not only for her own successful career as a financial advisor, but also for kickstarting mine. As a stubborn teenager, I refused to take her advice to become a financial advisor myself and did other things like working in restaurants, teaching English overseas, and working in telecom sales. Eventually, life humbled me enough to wise up, listen up, and license up. At first, my goals were to finally start taking good advice and honor my mother. With education and experience, those goals have expanded to include giving good advice and honoring my clients. It is now my endeavor to serve all the right clients in all the right ways.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
