Steven J. LaBanca - CPFA, C(k)P^®
Senior Financial Advisor 
Retirement Benefits Consultant
Portfolio Advisor

Steven has been providing Wealth Management Services to high net worth executives, business owners, and families since he began his career with Merrill Lynch Wealth Management in 1999. He draws on this experience to provide a holistic approach when addressing the complex needs of clients. Steven's main emphasis is on wealth preservation guiding high-net-worth individuals in developing strategies designed to help them to maintain their lifestyle, financial status, and stability for generations to come. He also helps businesses with strategies for their retirement benefit plans and various types of credit, and lending through access to Bank of America, N.A. products.

Steven holds a Bachelor's degree in Finance (BS), a Master's degree in Management (MSM), and a Master’s in Business Administration (MBA) from Albertus Magnus College. He also earned the Certified Plan Fiduciary Advisor^® designation, the Retirement Benefits Consultant (RBC) title, and the Certified 401K Professional designation.

Steven is active in his community and is a member of the Knights of Columbus helping those in need where he resides Westchester, NY. In his spare time he enjoys sports and spending quality time with his family.












Matthew LaCasse - Financial Advisor

He is responsible for providing our clients with a high level of service in operational and administrative areas.   He is primarily responsible for researching and gathering critical data to assist in driving the portfolio  analysis and review process. Prior to joining Merrill, Matt worked for four years at a Marketing Agency in Manhattan, where he managed strategies, events and campaigns for such clients as NASCAR, NYC DOT and the American Cancer Society. He is an alumnus of the University of Richmond where he graduated with a degree in Business Administration. Matt currently lives in Manhattan with his wife, Maggie, and is an avid sports fan, enjoys summers on the beaches of Long Island, and spending time with family and friends.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.