Larry is a Certified Financial Planner ® with 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, and Risk Management.
Larry is a Florida native, fluent in Spanish, and married with two daughters. He graduated from Florida State University with a bachelor’s degree in Finance, 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 currently serves on the Board of Directors for the Ringling Museum of Art Foundation.