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Meet Financial Services Manager

Comprehensive Wealth Planners at Dean Bank
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Financial Services Manager

Picture of 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 Steve 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, Steve 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, Steve 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 towards 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 sparkinson@deanbank.com.

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment Advice offered through Comprehensive Wealth Planners at Dean Bank, a registered investment advisor. Dean Bank and Comprehensive Wealth Planners at Dean Bank are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, CT, FL, GA, LA, MA, NC, NE, NH, NV, NY, RI, TX.


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.

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment Advice offered through Comprehensive Wealth Planners at Dean Bank, a registered investment advisor. Dean Bank and Comprehensive Wealth Planners at Dean Bank are not registered broker/dealers and are not affiliated with LPL Financial.

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not a Bank Deposit Not Insured by Any Federal Government Agency

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