Background & Experience
For over four decades, Larry has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. Larry first entered the financial services industry in 1971 and joined Wells Fargo Advisors in 1975 thru the predecessor firm Blunt Ellis and Simmons. Larry’s focus is on providing comprehensive investment planning for clients through a process involving an analysis of finance goals, cash flow requirements, and legacy planning needs: and then construction of customized portfolios based on the analysis. Where appropriate, he often uses a wide array of investment solutions including managed accounts, mutual funds, exchange traded funds, individual stocks and bonds, and alternative investments.
Larry received his degree in Business Administration/Economics from Culver-Stockton College in Canton, MO and his MBA in Finance from New York University in NYC. He enjoys family, gardening, serving on non-profit organization boards and teaching classes at Culver-Stockton College. Larry’s wife Lynn is a retired teacher. They have two children and two grandchildren.
Larry is securities licensed in the following states: AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, ND, NM, NV, NY, OH, OK, PA, TN, TX, UT, VA, WA, WI, WY