Attorney Steven R. Pereira
Financial Representative
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A practicing attorney in Fall River since 1981,
Steve moved his law office to the J. Marshall Associates building in
2007. Steve holds Series 6 and Series 63 securities licenses sponsored
by Investors Capital Corporation, allowing him to act as a registered
representative for his clients with JMA. He received his Bachelor’s
Degree, cum laude, from Bates College and his Juris Doctorate, cum
laude, from Boston College School of Law.
Steve has concentrated in the legal fields of
estate, estate tax and asset protection planning; corporate and business
administration and planning; long term care, elder law and real estate. He has counseled
and drafted estate plans and asset protection documents for numerous
individual clients developing benefit and succession plans for
businesses. This knowledge and experience leaves Steve uniquely able to
combine clients’ legal planning concerns with their financial planning
concerns. Steve is believed to be the only licensed and practicing
attorney in the area who is also a licensed registered financial
representative, providing JMA clients a dually licensed and qualified
professional.
A lifelong resident of the greater Fall River area,
Steve has been active in both professional life and community service.
He is past President of both the Bristol County and Fall River Bar
Associations, and was a six-year member of the Board of Bar Overseers
District Five Disciplinary Committee. He helped implement and served as
Coordinator of the Fall River District Court Small Claims/Civil
Mediation program, worked as a Coordinator of Bristol Elder Legal
Services, was Corporation Counsel for the City of Fall River, and an
Instructor of Law at both UMass-Dartmouth and Southern Mass.-R.I. (now
Southern New England) School of Law. Additionally, he has served as a
Commissioner of the Fall River Housing Authority, on the Board of
Directors of the Greater Fall River Development Corporation and the
Chamber of Commerce, as a member of the Holy Name School Advisory
Council, and as a coach for the American Little League, Fall River Youth
Soccer League and the Fall River PAL Girls Software League.
Steve resides in Fall River and is the proud father
of three daughters and one son.