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Stephen D

Series 66

Worcester, MA

LPL Financial

Stephen Dilanian is a financial advisor with LPL Financial in Worcester, MA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Morgan Stanley from 2011 to 2012 before joining LPL Financial in 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management programs, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael L

Series 66

Worcester, MA

LPL Financial

Michael Lemay is a financial advisor with LPL Financial in Worcester, MA, holding a Series 66 license and 18 years of industry experience. He has previously worked with Couture Wealth Management and Private Wealth Management Group. Lemay also engages in selling fixed life, health, disability, and long-term care insurance, as well as fixed annuities and property and casualty insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Raymond B

Series 66

Worcester, MA

LPL Financial

Raymond Beattie III is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Transamerica Investors Securities Corporation, Transamerica Capital, Inc., and Banc of America Investment Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, third-party asset management, and institutional platforms, with advice and account management primarily delivered by investment adviser representatives using a variety of strategic and tactical investment approaches.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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