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Larry helps all his wealth management clients with their big picture financial, investment, and banking needs. He helps clients establish and identify financial goals (like retirement [you’re never too young or too old for a retirement plan] education for children or grandchildren or plans to buy a home) and then he helps them reach those goals. Larry accomplishes this by utilizing a goals-based wealth management process to provide personalized guidance in the areas of wealth accumulation, wealth preservation, retirement income planning and estate transfer strategies. The result is greater confidence in your financial situation and more time for you to do the things you love. With over 30 years of financial services experience and many years of hands-on, real-life experience, including having raised four college educated successful children Larry is dedicated to supporting you through life’s journey with exemplary care and service.
Lawrence R. Bahneman
Financial Advisor
100 Campus Drive
Floor 03
Florham Park NJ 07932
(973) 301.7641
(973) 301.7641
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Larry helps all his wealth management clients with their big picture financial, investment, and banking needs. He helps clients establish and identify financial goals (like retirement [you’re never too young or too old for a retirement plan] education for children or grandchildren or plans to buy a home) and then he helps them reach those goals. Larry accomplishes this by utilizing a goals-based wealth management process to provide personalized guidance in the areas of wealth accumulation, wealth preservation, retirement income planning and estate transfer strategies. The result is greater confidence in your financial situation and more time for you to do the things you love. With over 30 years of financial services experience and many years of hands-on, real-life experience, including having raised four college educated successful children Larry is dedicated to supporting you through life’s journey with exemplary care and service.
Profile
| What differentiates me as a financial advisor is the combination of over 30 years of financial services experience and a depth of real-life perspective that goes well beyond the industry. I bring a rare blend of corporate, entrepreneurial, and family experience—including raising four successful, college-educated children—which allows me to relate to my clients not just professionally, but personally. I understand the real-world decisions, pressures, and transitions they face at every stage of life. I’m deeply passionate about helping my clients succeed, and I take a goals-based approach to wealth management—providing personalized guidance across wealth accumulation, preservation, retirement income planning, and estate transfer strategies. My focus is on helping clients make confident, informed decisions that align their wealth with what matters most to them and their families. |
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About Me
Philosophy
Clear, open communication is essential when navigating life's financial complexities. That's why I work to actively engage both you and your family in the decision-making process.
Discussing wealth—especially across generations—can be challenging. I help facilitate those conversations in a thoughtful, productive way, while providing personalized strategies designed to educate and prepare the next generation to manage and preserve wealth responsibly.
Insights
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.
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Lawrence Bahneman is registered to do business in CT, DC, DE, FL, MA, MD, NH, NJ, NY, PA, RI, SC, TX, VA.