I focus on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve.

My access to the investment insights of Merrill Lynch Wealth Management and banking convenience of Bank of America helps address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.

To stay abreast of modern theory in high net worth wealth management, in 2019, Larry earned the Certified Private Wealth Advisor^® designation; in 2005 he earned the CERTIFIED FINANCIAL PLANNER^™ certification.

He is a specially qualified Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.

Larry is passionate about scuba diving, and enjoys skiing, golf and nature. From 1989-97 he operated ocean going vessels from the Bering Sea to the Caribbean; he is a licensed captain and holds a U.S. Coast Guard Master 1600 ton Oceans in continuity