Carlos Ferreira

Associate Wealth Advisor

Carlos Ferreira Lexington Wealth Management


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.

Lexington Wealth Management Logo

Sign up for LWM Communication

12 Waltham St
Lexington, MA 02421
Phone: (781) 860-7745
Fax: (781) 207-0253

barrons 2023 top ria hightower

Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. ©2024 Hightower Advisors. All Rights Reserved.

Legal & Privacy | Web Accessibility Policy | Our ADV

Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary