Carlos Ferreira

Associate Wealth Advisor

Carlos Ferreira Lexington Wealth Management

FUN FACTS

I enjoy cooking

My birthday is on the summer solstice


“If you can see people as part to your own family, doing right by them comes naturally.”

Carlos worked at State Street Bank for 14 years prior to joining Lexington Wealth Management in 2022. His time there gave him a tremendous foundation in financial services while serving large institutional investors. Carlos takes pride in solving complex situations and clients feeling that impact. Carlos was born and raised in Cambridge Massachusetts and comes from a Cape Verdean heritage, and he is very proud of both. His background gives him a different perspective on the world which will being value to Lexington Wealth Management and our clients.

Outside of work, Carlos spends most of his time with family and friends. This is where he finds the most joy and happiness. Cooking, bourbon hunting and traveling are other activities he enjoys.

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12 Waltham St
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