Lawrence Weiss
Senior Financial Advisor@ Merrill Lynch
New York City Metropolitan Area
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Lawrence Weiss is a highly experienced Senior Financial Advisor with over 20 years of expertise in wealth management. He is based in the United States and has a strong background in portfolio management, capital markets, banking, risk management, and credit. Lawrence is known for his client-centric planning approach and his ability to develop financial strategies and portfolios that address each client's special circumstances. He is also skilled at working in collaboration with other advisors to provide convenient advice and provide practical advice.
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Emails and Phone Numbers

@optonline.net
@ml.com
+1 212449****
+1 212236****
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About

Larry Weiss brings over 20 years of 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 and portfolios that address each client's special circumstances.Ongoing and honest communication is the hallmark of Larry's approach. Larry feels that clients deeply value his candor and willingness to be practical and direct; providing the necessary advice over the convenient message. 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.

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Work Experience

2 World Financial Center, New York, NY, 10281, US

Financial Services

36041
Phone
+1 8667068321

Lawrence Weiss's Professional Milestones

  • Senior Financial Advisor | Senior Vice President - Wealth Management (2009-05-01~): Driving financial growth and maximizing returns through strategic management and impactful asset management.
  • Senior Financial Advisor | Senior Vice President (2009-05-01~): Driving strategic initiatives to optimize client financial performance, expanding client base and maximizing profitability.
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Education

Monmouth University
Monmouth University

Master Of Business Administration,

Masters

1981-1983
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