Trevor Mason

New Shore Financial was born from my passion to help professional women navigate the challenges associated with financial changes in their lives. Too often, I see women who have remained hands-off or simply have no time when it comes to their family finances. When faced with new choices or challenges, they are not sure which is the best financial decision given their personal circumstances. I am committed to helping women understand and take control of their financial life. As a young woman, it was important for me to be financially independent. I remember hiring my first CPA to do my taxes and my father saying, “Don’t just file those away. Look them over and get an understanding of what’s going on”. I heeded his advice and learned I actually enjoyed diving into the numbers. I found that I had a strong interest in personal finance. I enjoyed reading about it, learning new strategies and implementing what I learned in my own financial life. My strengths and interests came together for me in a career path that allows me to help others navigate their own finances in a way they can understand, implement and feel confident about.

Jeremiah Figueroa is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. Jeremiah provides guidance on a range of financial topics including general investing, retirement planning, and emergency savings. He also facilitates access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Jeremiah holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from the Massachusetts College of Liberal Arts. He values building relationships with clients to deliver ongoing advice tailored to their evolving needs. Outside of his professional work, Jeremiah is involved with Awakening Church.

Erik Pelletier is a Financial Advisor with the Carcieri & Bock Group at Merrill Lynch Wealth Management, operating out of Providence, Rhode Island. He draws on his engineering background from the automotive and aerospace & defense industries to provide structured, calculated, and thoughtful financial guidance. Erik applies the analytical rigor and problem-solving skills honed as an engineer to deliver objective and tailored solutions designed to meet clients' unique financial goals. Erik holds dual Bachelor of Science degrees in Mechanical Engineering and German Language from the University of Rhode Island. He is a Chartered Financial Analyst (CFA) and a Personal Investment Advisor (PIA). His expertise spans executive compensation planning, tax-efficient strategies, strategic cash flow management, multi-generational wealth planning, and legacy preservation. He works closely with successful individuals and families, particularly those in science, technology, healthcare, and athletics, providing insightful guidance and transparent feedback in sophisticated investment management. Aside from his professional focus, Erik has extensive international experience, having lived in Germany and Mexico. He remains active in professional and cultural organizations, including the CFA Society of Providence, the German American Business Council of Boston, and the Tau Beta Pi Central Connecticut Engineering Honor Society. His personal interests include cooking, golf, ice hockey, rock climbing, traveling, and spending time with his family.

Lorraine Sloper is a Senior Financial Advisor and senior partner in The Sloper Zawerucka Group at Merrill Lynch Wealth Management. She brings over 39 years of experience in the financial services industry, with a focus on retirement accumulation and income strategies, risk management, and customized wealth planning. Lorraine specializes in helping affluent families identify their life goals and implement disciplined, holistic plans to achieve financial security, including managing wealth preservation and growth through challenging market environments. Throughout her career, Lorraine has provided tailored wealth management and investment strategies, including work with high net worth Private Bank and Trust clients. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and earned a bachelor's degree from the University of Massachusetts after attending Bentley College. Lorraine also engages with her community through involvement with organizations such as the Rotary Club of Attleboro, the Community Foundation, the Animal Rescue League, and New Hope, Inc. Outside of her professional work, Lorraine has personal interests in interior decorating, music, reading, singing, swimming, and spending time with her family. She is married and resides in Rhode Island.

Stephen Rozzero is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined the firm in 2007 and serves as a Portfolio Manager, managing personalized and defined investment strategies on a discretionary basis. His approach integrates investment planning and portfolio management, utilizing individual stocks and bonds, Merrill model portfolios, and third-party investment strategies to address client objectives. Stephen holds several professional designations, including the Chartered Retirement Planning Counselor™ (CRPC™) certification from the College for Financial Planning Institutes Corp., as well as certifications as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He attended the University of Rhode Island and holds a High School Diploma/GED from School One. Residing and working in Providence, Rhode Island, Stephen has lived in the area most of his life. Outside of his professional work, he enjoys running, particularly long-distance events, and often participates in charitable road races. He also spends time cooking and with his family.