Lawrence has over 40 years of experience in the financial services industry. He and his team have a concentration in debt securities, and they help manage fixed-income financing and complex hedging strategies for sophisticated clientele.

Lawrence is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.

Encouraging clients to remove emotion from financial decisions, Lawrence takes a straightforward, disciplined approach. He recognizes that, while clients are at different stages of their financial lives, they often lack the time to sufficiently manage their money, grow it and preserve it.

Lawrence earned a B.S. in Accounting from Brooklyn College. He began his career working with the legendary Arnold Bernhard at The Value Line Investment Survey and then spent two years as a municipal finance specialist at a regional firm before joining Merrill in 1984.

In 2024, Lawrence was honored as one of Barron’s Top 1200 Financial Advisors in America for the 12th consecutive year (*Published annually in Feb-March. Rankings based on data as of September 30 of prior year). Lawrence was also named to The Financial Times Top 400 Financial Advisors in  2014, 2015, 2016, and 2018 (*Published annually Mar – April. Rankings based on data as of June 30 of prior year).  In 2023, Lawrence was named to the Forbes "Best-in-State Wealth Advisors" list for the 8th consecutive year (*Published annually Jan – April. Rankings based on data as of June 30 of prior year).

He and his wife Karen, a senior litigation partner at an international law firm, reside in Greenwich Connecticut.

*Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK^® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

*2024 Barron’s “Top 1,200 Financial Advisors” list. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Ranking spots determined by each state's population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated for the firm, quality of practice, regulatory records, internal company documents and 100-plus points of advisor-provided data. Rankings do not reflect any one client's experience, endorse any advisor and do not guarantee future investment success. Compensation was not received from anyone for the study. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

*Financial Times “400 Top Financial Advisers” list. Opinions provided by Financial Times (FT 400) and is based on data gathered from advisers, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each adviser’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. The award does not evaluate client service quality and is not indicative of any future performance success or a higher level of performance results. Rankings results are not an endorsement of the advisor. Compensation was not received from anyone for the study. Rankings produced annually by Ignites Research, a division of Money-Media, Inc on behalf of Financial Times. All right reserved.