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.