Skip to Main Content

Meet The Team

Comprehensive Wealth Planners at Dean Bank

Check the background of this investment professional. BrokerCheck by FINRA.

Financial Services Manager

Steven Parkinson

Financial Services Manager, Steven Parkinson, 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 expertise in this highly complex and evolving industry dates back to 1998, making Steven 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 Financial 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, 63 registrations with LPL Financial, and Series 65 registration with Comprehensive Wealth Planners at Dean Bank, 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 .

Financial Advisor

Brett Ferrari

Brett Ferrari has been working in the financial services industry for 19 years. Prior to joining Dean Bank, Brett worked as a pension analyst at Mercer for 8 years and as a mutual fund accountant at both Fidelity Investments and State Street Bank.

Brett holds Series 7 registration with LPL Financial and Series 66 registration with Comprehensive Wealth Planners at Dean Bank, allowing him to work both as a commission and a fee-based advisor.

Brett and his wife Carla have been residents of Franklin for over ten years, with a son in the Franklin school system. He is also a kindergarten soccer coach with the Franklin Youth Soccer Association. Brett enjoys football, baseball and spending time with his family.

To speak with Brett or to schedule an appointment, call 508.803.7858 or email .

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Dean Bank and Comprehensive Wealth Planners at Dean Bank are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Comprehensive Wealth Planners at Dean Bank, and may also be employees of Dean Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Dean Bank or Comprehensive Wealth Planners at Dean Bank. Securities and insurance offered through LPL or its affiliates are:

 

Not Insured by FDIC or Any Other Government AgencyNot Bank GuaranteedNot Bank Deposits or ObligationsMay Lose Value