Larry is a CERTIFIED FINANCIAL PLANNER® professional who has over twenty-five years of experience in the financial services industry. He has a strong background working with high-net-worth, financially complex families and business owners. Before joining us, Larry was a Senior Vice President at Truist Bank, where he led a team providing solutions for Multi-generational Wealth transfer, Comprehensive Financial Planning, Commercial and Consumer lending, Banking, Risk Management, and Asset Management.
He graduated from Florida State University with a bachelor’s degree in finance and holds a Series 7, Series 63, Life, Health, and Variable Annuity license(s). His local community involvement includes graduating from the Sarasota Chamber of Commerce Leadership program. He has served on the Board of Directors for both the Ringling Museum of Art Foundation and Straz Center for Performing Arts.