Lawrence A. Weiss, CRPC
Senior Vice President
Senior Financial Advisor
Portfolio Manager

Larry Weiss has been in the financial services industry since 1992 and has been working with Merrill Lynch Wealth Management since 2009. He brings this experience to his mission of providing objective financial advice and wealth management services to affluent individuals, families, businesses, endowments and foundations.

As a Merrill Senior Financial Advisor, Larry employs a highly client-centric planning approach; looking beyond the surface and taking a deep, personal interest in helping to improve the quality of all clients’ lives. Whether their focus is on wealth accumulation, preservation or transfer, Larry combines extensive due diligence and portfolio management experience to develop financial strategies that address each client’s special circumstances.

Ongoing and honest communication is the hallmark of Larry’s approach. Clients deeply value his candor and willingness to be practical and direct. It’s this same forthright approach that makes Larry so adept at working in tandem with clients’ other advisors, such as attorneys and accountants to quarterback their wealth and estate management strategies when requested.

Larry holds a Bachelor’s degree from Michigan State University and he attended the MBA – Finance program at Monmouth University. He is a member of the Investments & Wealth Institute^™ and the Greater Bergen County Estate Planning Association. He is the founder and co-chair of Katrina Klean Up Krewe; a volunteer group assisting in the rebuilding of New Orleans and the Gulf Coast in addition to his active involvement in a host of philanthropic and civic organizations. Larry has written and spoken for a variety of publications and professional organizations.