• Larry Forlenza, CRPC®

    Partner, Morristown Wealth Management

    Financial Advisor, RJFS

With more than 24 years in the financial services industry, Larry offers in-depth experience in helping families and professionals address each of their financial objectives. He is knowledgeable in comprehensive financial planning services, including 401(k) education, asset management and business planning.

As a Chartered Retirement Planning Counselor, Larry also has in-depth knowledge of the needs individual face both before and after retirement, and engages in retirement planning for a variety of important issues, such as sources of retirement income, employer-sponsored retirement plans, tax planning, retirement cash flow, estate planning and more.

Before joining Raymond James, Larry was a financial advisor and associate vice president with Morgan Stanley and Merrill Lynch. Prior to that, he held positions at Seligman Funds and Oppenheimer Funds. Larry began his career at Merrill Lynch in 1994 as an investment advisor. He earned a bachelor’s degree in business from Wittenberg University.

Larry enjoys playing soccer and lacrosse and is an assistant coach for the Chester/Mendham 4th grade boys lacrosse team. Originally from Mendham, he lives in Chester, with his wife, Rebekah, and their children, Mira and Cristian.