Larry Stucki

Background

About Larry Stucki

I have been in the Financial Services Industry since 1997, having joined Merrill Lynch Wealth Management as a Financial Advisor in 2002. I hold Series 3,6,7,8,9,10,26,31,63,65 FINRA registrations. I am currently the Senior Resident Director in the Idaho Falls, Idaho Branch. I hold a BS degree from Utah State University graduating Summa Cum Laude in 1990. I am married with 5 children. I enjoy everything that the mountains of Idaho provide. I hold the CRPC™ designation. I feel that having extensive knowledge in retirement income planning has given clients confidence and security as they envision and plan for a fulfilling life in retirement. I believe clients appreciate my focus on goals based outcomes, which are driven by an understandable and consistent process. This process clearly analyzes a client's unique concerns and priorities. Portfolios are developed to help each client realize their goals by using the broad range of capabilities available at Merrill. My process accounts for life changes through regular scheduled reviews to help ensure clients remain focused on established goal outcomes. I welcome the opportunity to work with clients personal tax and estate planning advisors dealing with issues of legacy and business succession planning. I feel that clients value the high level of service and professionalism that my team provides. I pride myself on being a trusted advisor to clients.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.