Vice President, Investments
“Larry” joined Moors & Cabot as an independent representative in January of 2016 after a combined 33 years’ experience as a Financial Advisor with Merrill Lynch and Morgan Stanley. Following his graduation from Boardman High School in 1973, he attended Youngstown State University where he pursued a degree in Economics. Larry holds Securities licenses and professional licenses for Life, Health, and Variable Annuities in multiple states including Florida, Illinois, Ohio, and Pennsylvania.
As a representative of Moors & Cabot, Larry emphasizes understanding his clients’ immediate, short-term, and long-term financial goals which requires listening, fostering a rapport with his clients, and developing a wealth management strategy tailored for each client. Larry utilizes a wide range of investment instruments and resources through the brokerage firm to identify the right services for his clients, including:
Fee- Based Accounts
Covered Call Writing
Exchange Traded Funds (ETF’s)
Financial Planning Tools
Fixed Income --Taxable and Tax-Free
Variable & Fixed Income Annuities
Many of Larry’s clients have followed him to Moors & Cabot where he continues to provide service to residents of Columbiana, Mahoning, and Trumbull Counties, as well as out-of-state residents.
Larry spends much of his spare time with his wife, Mary, and their three children, Jake, Zach, and Maria. He is an avid car buff and enjoys Formula 1 and Indy Cars. Additionally, he is a self-defense/personal safety advocate.
Background and qualification information is available at FINRA's BrokerCheck website
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