I focus on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve.
My access to the investment insights of Merrill Lynch Wealth Management and banking convenience of Bank of America helps address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.
To stay abreast of modern theory in high net worth wealth management, in 2019, Larry earned the Certified Private Wealth Advisor® designation; in 2005 he earned the CERTIFIED FINANCIAL PLANNER™ certification.
He is a specially qualified Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
Larry is passionate about scuba diving, and enjoys skiing, golf and nature. From 1989-97 he operated ocean going vessels from the Bering Sea to the Caribbean; he is a licensed captain and holds a U.S. Coast Guard Master 1600 ton Oceans in continuity
As your Merrill advisor, I take the time to understand what's important to you so I can provide personalized investment strategies built around your priorities, risk tolerance, time horizon, liquidity needs and goals. Thoughtful advice and guidance is provided to help you achieve your goals, including those related to your preferred lifestyle and desire to secure a legacy that can last beyond your lifetime.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
