Larry is the Founder of BMC Wealth Management where he serves as a Wealth Advisor and Investment Manager. He is a seasoned professional with over 29 years of experience in the financial services industry. Prior to founding BMC, Larry spent 7 years at Morgan Stanley and 8 years at UBS Financial Services where he served as a Financial Advisor to individuals, families, senior executives and business owners. In addition to these experiences, he spent 3 years working at a CPA firm focusing on personal and corporate taxation. Through his experiences, he has developed a high level of knowledge in both portfolio management and financial planning.
Comprehensive financial planning, disciplined investment strategies and proactive personal service are just a few of the services that Larry offers his clients. He has a thorough understanding of the nuances that come with ever-changing markets and has helped his clients achieve their goals through both bullish and bearish market environments. Larry helps his clients grow and preserve their wealth through customized asset allocation plans and disciplined risk management strategies based on his market knowledge and comprehensive research. Larry emphasizes the importance of goals-based planning and assists clients in making informed financial decisions along the way to reaching their financial goals.
Outside of work, Larry enjoys traveling and spending time with his wife Cheryl, and his daughter and son-in-law, Brianna and Sam. He also enjoys staying active through various outdoor activities including both tennis and cycling.