Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
We are committed to understanding your values and what you want to accomplish with your assets. We believe that one-on-one conversations help us get to know who you are and what you and your family want for your lives and allow us to concentrate on helping you pursue your life goals and plan for your legacy.
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Forbes "Best-in-State Wealth Advisors" 2019 - 2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Lawrence A. Weiss, CRPC
Senior Vice President
Senior Financial Advisor
Portfolio Manager
Larry Weiss has been in the financial services industry since 1992 and has been working with Merrill Lynch Wealth Management since 2009. He brings this experience to his mission of providing objective financial advice and wealth management services to affluent individuals, families, businesses, endowments and foundations.
As a Merrill Senior Financial Advisor, Larry employs a highly client-centric planning approach; looking beyond the surface and taking a deep, personal interest in helping to improve the quality of all clients’ lives. Whether their focus is on wealth accumulation, preservation or transfer, Larry combines extensive due diligence and portfolio management experience to develop financial strategies that address each client’s special circumstances.
Ongoing and honest communication is the hallmark of Larry’s approach. Clients deeply value his candor and willingness to be practical and direct. It’s this same forthright approach that makes Larry so adept at working in tandem with clients’ other advisors, such as attorneys and accountants to quarterback their wealth and estate management strategies when requested.
Larry holds a Bachelor’s degree from Michigan State University and he attended the MBA – Finance program at Monmouth University. He is a member of the Investments & Wealth Institute™ and the Greater Bergen County Estate Planning Association. He is the founder and co-chair of Katrina Klean Up Krewe; a volunteer group assisting in the rebuilding of New Orleans and the Gulf Coast in addition to his active involvement in a host of philanthropic and civic organizations. Larry has written and spoken for a variety of publications and professional organizations.
English
Michigan State University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #644449
Retirement Specialist
Bank of America, N.A.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
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Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
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