Lawrence Zelen Headshot Image

Lawrence Zelen

Senior Vice President, Senior Financial Advisor

1033 Skokie Boulevard
Northbrook, IL 60062
847.564.7261
Learn more about an advisor's background on
Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Larry began his career at Merrill in 1992, working alongside his father who joined the Firm in 1961. Growing up in the industry, Larry’s longevity has taught him the value of attentive service, process and discipline. He is honored that so many of his client relationships span four and five generations of families.

Over the past two decades, he has weathered both turbulent and booming markets and has learned that managing money requires a different mindset than in years past. Larry helps clients remove the emotions associated with their finances so they can make smart decisions based on their goals. By emphasizing a deliberate and conservative style to wealth management, he encourages clients to focus on long-term results, not short-term market swings.

As a former CPA, Larry can collaborate with clients’ tax professionals to develop strategies to help minimize their income tax liability by, for instance, deferring income, maximizing deductions and selecting tax-advantaged investments. He does not offer tax advice as part of his role as a financial advisor.
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.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

About Merrill

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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Lawrence N Zelen is registered to do business in AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, PR, SC, SD, TN, TX, VA, WA, WI.