Lawrence Olivadoti
Larry has been in the financial services industry for over ten years, joining Merrill in 2016. As a CERTIFIED FINANCIAL PLANNER® certificant, Larry embraces a holistic wealth management approach in each client relationship. Larry works with high-net-worth families, entrepreneurs, and business owners who value a financial planning approach to wealth management. By combining personalized advice with the extensive resources of Merrill , he helps clients navigate the complexities of wealth while developing strategies tailored to their goals, family needs, and business interests.
His practice is centered on comprehensive financial planning, including retirement readiness, wealth accumulation, tax-aware investment strategies, business succession planning, and multigenerational wealth transfer. Larry's objective is to provide clarity and direction, empowering clients to make confident decisions through every stage of life and business.
Larry also has achieved the Certified Investment Management Analyst® designation through the Investments & Wealth Institute®, in conjunction with the Yale School of Management.
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.
