Senior Wealth Advisor
Senior Wealth Advisor, Steven Parkinson, AIF, CLTC, has broad experience working with retirement strategies, including 401(k) plans, 403(b) plans, simple 401(k) plans; as well as life, health and disability insurance. His experience in this highly complex and evolving industry dates back to 1999. Steven's goal is to be a trusted and reliable resource with a longstanding track record of service. Whatever is happening in your own life – preparing for college expenses, planning for your future retirement, or just trying to find a way to maximize your savings, Steven wants to serve as your trusted consultant, providing sound assistance on a wide variety of products.
Steven takes a professional, mentoring approach to helping you pursue your financial goals. Prior to his career as a Senior Wealth Advisor, Steven worked for Fidelity Investments in their retirement planning division servicing and advising on 401(k) plans for over seven years. He listens to your needs, and helps you make the right choices to prepare a financial plan that helps pursue your goals. He helps you decide what you really need for short- and long-term goals, and finding the most appropriate way to work toward your needs.
Steven holds Series 6, 7, and 65 registrations with LPL Financial, allowing him to work both as a commission and a fee-based advisor.
To speak with Steven or to schedule an appointment, call 508.803.7813 or email sparkinson at deanbank dot com.