Christina Lafortune
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Christina Lafortune is a Senior Financial Advisor at Merrill Lynch Wealth Management in Worcester, Massachusetts. Since joining the firm in 2011, she has provided financial guidance to a diverse range of clients including non-profits, business owners, executives, and families. Christina co-leads The Smith-LaFortune Group, focusing on investment management, retirement planning, insurance solutions, banking services, and customized wealth preservation strategies.
Christina holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor of Science degree from Westfield State College and a Master of Business Administration in Accounting from Fitchburg State University.
Beyond her professional role, Christina is involved with community organizations such as the Girl Scouts of Central and Western Massachusetts, Habitat for Humanity, and the Worcester County Food Bank. She resides in Sturbridge, Massachusetts with her husband and children and maintains personal interests in boating, camping, cooking, gardening, hiking, pottery, traveling, yoga, and spending time with family.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Retirement income strategy
Income planning
Business ownership considerations
Wealth management
Occupation focus
Executive
Founder/Business Owner
Demographic focus
Parents
Work history
BANK of AMERICA, N.A.
2011 - Present (15 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2011 - Present (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
Darren P
Series 63, Series 65, Series 66
Worcester, MA
Edward Jones
Trevor N
ChFC®, Series 66
Sturbridge, MA
Edward Jones
Jonathan R
Series 63, Series 65, Series 66
Auburn, MA
Fidelity
Jonathan Reheuser is a Financial Consultant at Fidelity Investments, where he has worked since 2015. He has held various roles within Fidelity, including Retirement Relationship Manager from 2014 to 2015, Retirement Solutions Representative from 2011 to 2014, and Retirement Representative from 2007 to 2011. Prior to his tenure at Fidelity, he worked as a Financial Adviser at Commonwealth Financial Network from 2003 to 2004, Morgan Stanley DW Inc. from 1998 to 2002, and Commonwealth Equity Services Inc. in 1998. Jonathan holds insurance licenses for Arkansas and California. His professional experience encompasses financial consulting and retirement planning, supporting clients in achieving their financial goals. Outside of his professional work, Jonathan is interested in biking, fitness, pets, reading, running, and skiing.
Hunter B
ChFC®, Series 66
Palmer, MA
Edward Jones
Dennis A
Series 66
Auburn, MA
Edward Jones
Cara H
Series 66
Charlton, MA
Edward Jones
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