![]() In addition to global travels for pleasure and to visit clients in their multiple surroundings, Joe and Donna love cooking and hosting guests in their home. ![]() Here they have raised a daughter and a son. He and his wife, Donna, grew up on Long Island and moved to Vermont from Brooklyn in 1984. Joe holds a Bachelors of Science degree in Finance and Accounting from SUNY Fredonia. Since joining Merrill Lynch Wealth Management in 1997, Joe has worked with a loyal and growing circle of affluent client families that have come to rely on his straightforward and unbiased approach to managing their wealth. We coordinate with their tax and legal advisors – to develop tax minimization and estate planning strategies that can help optimize these situations.” “We help clients manage transitions in their lives – the sale of a business, the receipt of stock options, a merger or acquisition, a new job or promotion, retirement and more. Together, the family volunteers at the New Horizons Homeless Shelter in Manchester. He and his wife, Linda Syiek (a gynecologist in an all-women’s private group in Bedford), are the proud parents of three children and resides in Andover, MA. Larry is an avid hiker, golfer, marksman, fisherman, and a former board member of Meals on Wheels in New Hampshire. Larry grew up on Long Island, New York, and his love for the outdoors brought him to New England – after he earned a Bachelors of Science degree in Geology from SUNY Oswego and a Masters degree in Geophysics from Penn State University. He also holds the Chartered Retirement Planning SpecialistSM designation awarded by the College for Financial Planning, the Certified Investment Management Analyst® designation (CIMA®), and the Certified Private Wealth Advisor® (CPWA®) designation. Larry is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He joined Merrill in 1985 – left the industry briefly, to join an international industrial company – and returned to the firm in 1997.Ī lifetime learner, Larry is committed to bringing clients the knowledge and best practices gained from his ongoing education. Larry has spent more than two decades building customized wealth management strategies and enduring relationships with an affluent clientele. We also appreciate the firm’s integrity and live by the mantra that clients’ interests always come first.” We help clients feel comfortable with the investments we suggest and the living strategies we create. Others are unfamiliar with the breadth of investments available. “We educate to the extent that clients should never invest in anything they do not understand. ![]()
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