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Financial Planning and Insurance for Greater Fall River, MA

J. Marshall Associates Financial		  Planning and Insurance for Greater Fall River, MA


Steven R. Pereira, Financial Advisor / Attorney At Law

Steven R. Pereira:
Financial Representative
Attorney At Law

Steven R. Pereira

A practicing attorney in Fall River since 1981, Steve became affiliated with J. Marshall Associates in 2007. He received his degrees from Bates College (B.A. cum laude and Phi Beta Kappa) and Boston College School of Law (J.D. cum laude), and concentrates his law practice in estate and Medicaid planning, probate and elder law, and corporate/business matters.  Steve holds Series 6 and Series 63 securities licenses (MA, RI) with Cetera Advisors, LLC, allowing him to act as a Registered Representative for his clients with JMA. JMA believes him to be the area’s only combined practicing attorney/licensed financial representative.

A lifelong resident of the greater Fall River area, Steve is past President of both the Bristol County and Fall River Bar Associations, and served six-years on the Board of Bar Overseers District Disciplinary Committee.  He also served as Corporation Counsel for the City of Fall River, instructor in law at both UMass-Dartmouth and what is now UMass School of Law, and was coordinator of the District Court Mediation programs and Bristol Elder Legal Services.  He is currently a Fall River Housing Authority Commissioner, and has served as a Director of the Greater Fall River Development Corporation and the Fall River Chamber of Commerce.  He is a former member of the Holy Name School Advisory Council and has coached Little League, Fall River Youth Soccer and PAL Softball.  Steve resides in Fall River and is the proud father of three daughters and one son.

Credentials / Designations / Registrations

Registered Representative / Attorney At Law
Securities Registrations: Life & Health Insurance, Series 6 and 63.

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