Larry Kaplow

Larry Kaplow, CFP®
Wealth Advisor Truist Bank

711 5th Ave

Sixth Floor,

New York, NY 10022-3101

About me

Background

I am a Wealth Advisor with Truist Bank offering clients more than 29 years of financial services, retirement planning, and investment management experience. A CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, I hold myself accountable for recommending strategies with my clients’ needs and goals in mind. These strategies are supported not only by the deep expertise of my team of specialists, but by my highly attentive service and coordination of resources. I take the time to talk to, learn about and understand the critical aspects of a client’s financial life so that I can assess the interaction and far-reaching impact of their multiple objectives.

Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Masters of Business Administration
Rutgers Graduate School of Management 1996
Bachelor of Science – Economics
Rutgers University 1989

Personal Interests

I am a native of New Jersey and a graduate of Rutgers University and the Rutgers Graduate School of Management, where I earned my MBA.

Specialties

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

Accomplishments

SunTrust Performance Excellence Award
2018
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    The Truist Gold Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.