Profile

Lawrence Liebers
Managing Director
Portfolio Manager
Wealth Management Advisor

Lawrence has almost 40 years of experience in the financial services industry. He spent the last 38 years at Merrill. He and his team have a concentration in Debt securities and they help manage fixed-income financing and complex hedging strategies for sophisticated clientele.

Lawrence is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.

Encouraging clients to remove emotion from financial decisions, Lawrence takes a straightforward, disciplined approach. He recognizes that, while clients are at different stages of their financial lives, they often lack the time to sufficiently manage their money, grow it and preserve it.

Supported by the extensive resources of Merrill Lynch Wealth Management and local specialists, Lawrence is happy to bring their knowledge and experience to the table – giving clients the specific insights and abilities of professionals in liquidity management, trust and estate planning services, and other areas.

Lawrence earned a B.S. in Accounting from Brooklyn College. He began his career working with the legendary Arnold Bernhard at The Value Line Investment Survey and then spent two years as a municipal finance specialist at a regional firm before joining Merrill in 1984.

In 2022, Lawrence was honored as one of Barron’s Top 1200 Financial Advisors in America for the 10th consecutive year (*Published annually in March. Rankings based on data as of September 30 of prior year). Lawrence was also named to The Financial Times Top 400 Financial Advisors in  2014, 2015, 2016, and 2018 (*Published annually Mar – April. Rankings based on data as of June 30
of prior year).  In 2022, Lawrence was named to the Forbes "Best-in-State Wealth Advisors" list for the 7th consecutive year (*Published annually Jan – April. Rankings based on data as of June 30 of prior year).

He and his wife Karen, a senior litigation partner at an international law firm, reside in Greenwich, Connecticut with their two sons.



Curdy Saintvil, Registered Senior Wealth Management Client Associate

Curdy Joined Merrill in 2008. He earned a Bachelors Degree from Brooklyn College. He focuses on fixed income and lending strategies. He also assists clients on a daily basis with their trading and operational needs. Prior to joining Merrill Lynch Wealth Management he worked at Lebenthal & Co.


Keith Fredrickson, CFP® – Analyst Investment

Keith joined Merrill Lynch Wealth Management in 2007. Prior to his career at Merrill, Keith worked on the floor of the NYSE as a specialist clerk. Keith holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc****. As such, he is able to provide a wide array of financial services including, retirement planning, college planning and portfolio development. Keith also helps clients focus on estate planning issues and works with their advisors in servicing their estate plans.

*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in March. Rankings based on data as of September 30 of prior year.
The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

*Source: Financial Times “400 Top Financial Advisers” list, published annually Mar - April. Rankings based on data as of June 30 of prior year.
The Financial Times “400 Top Financial Advisers” (FT 400) list is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. The FT 400 is based on data gathered from advisers, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each adviser’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this adviser’s future performance. Neither the brokerages nor the advisers pay a fee to the Financial Times in exchange for inclusion in the FT 400. Rankings and recognition from the Financial Times are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the adviser. All rights reserved.

*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.
Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.