Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
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.
Barron's "Top 1,200 Financial Advisors: State-by-State" 2012 - 2022
Published annually in February - March. Rankings based on data as of September 30 of the prior year.
Forbes "Best-in-State Wealth Advisors" 2018 - 2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
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 2023, Lawrence was honored as one of Barron’s Top 1200 Financial Advisors in America for the 11th 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 2023, Lawrence was named to the Forbes "Best-in-State Wealth Advisors" list for the 8th 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.
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.
English
Brooklyn College
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.
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
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
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.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.