Experience

Steven West, Financial Advisor, is the founding member and Senior Partner of the West Group. He joined Legg Mason in 1999 as a financial advisor.  Through the years, he has successfully transitioned his clients from the acquisition of Legg Mason by Smith Barney to the Joint Venture between Smith Barney and Morgan Stanley.  Moreover, it was during this transition that Steve achieved the positions of Vice President, First President and, presently, Senior Vice President.

Steve received his Certified Financial Planner™ (CFP®) in 2003 and his Chartered Retirement Plan Specialist^SM (CRPS®) designation in 2012.  He graduated with honors in Economics and Magna Cum Laude in 1996 from Western Maryland College upon transferring, after one year, from the United States Military Academy at West Point.  He has a double-major in Economics and Business Administration and a minor in Accounting.  Steve has passed numerous examinations in the securities industry including FINRA Series 7, 66 and Insurance.  He earned his Certified Public Account designation (CPA) in 1997 (he is a non-practicing CPA).

Steve resides in Bethesda, Maryland with his wife Nancy and his son Bradley.  He has two grown step-sons, Bobby and Michael and a step-granddaughter, Ellie.

Nicholas Feracci, CFP® is a Certified Financial Planner™ who specializes in helping individuals, families, and small business owners plan for retirement and protect their wealth. He creates custom investment solutions tailored to meet the unique goals and financial situations of his clients. By focusing on asset allocation and diversification, Nick ensures that his clients' portfolios are balanced to optimize growth while managing risk. He emphasizes the importance of wealth preservation strategies to safeguard assets and maintain long-term financial security.

As a CFP® professional, Nick follows a fiduciary standard, meaning he is committed to acting in his clients' best interests. His expertise spans retirement planning, investment management, and tax-efficient strategies, providing clients with a holistic approach to financial success. Working with a financial professional like Nick offers benefits such as objective advice, personalized financial plans, and ongoing portfolio monitoring. He helps clients navigate complex financial decisions with confidence and clarity. Nick is passionate about empowering clients to achieve their financial goals and enjoy peace of mind throughout their financial journey.

He is a lifelong resident of Baltimore, Maryland and was raised in Little Italy.  He currently resides in Lutherville, MD, with Michelle and his two children, Madison and Dominic.