Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Steven J. LaBanca - CRPC®,C(k)P®
Senior Financial Advisor - Retirement Benefits Consultant
Steven has been providing Wealth Management Services to high net worth executives, business owners, and families since he began his career with Merrill Lynch 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 Chartered Retirement Planning Counselor(CRPC®)designation as well as the Retirement Benefits Consultant(RBC)title recognizing his focus in the retirement planning area as a Certified 401K Professional for corporations and their employees.
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.
*CRPC® and Chartered Retirement Planning Counselor are registered service marks of the College for Financial Planning.
*C(k)P® and Certified 401K Professional are registered service marks of The Retirement Advisor University at UCLA.
|Matthew LaCasse - Client Associate
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 Lynch, 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 Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Albertus Magnus College
Southern Connecticut State University
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.