Lawrence Weber

Background

About Lawrence Weber

As a partner of The Weber Group at Merrill Lynch Wealth Management, I am responsible for coordinating and managing the financial affairs of the families, business owners, and professionals we serve in Jacksonville and throughout other areas of the country. My team and I believe financial advice is about having a plan that is customized to reflect not only our clients' financial goals, but their life priorities. We want our clients to feel confident and empowered by their wealth. To do this, we leverage the dynamic capabilities of Merrill, Bank of America, and Bank of America Private Bank. The strategies we develop with clients focus on: WEALTH PLANNING STRATEGIES: Retirement, Income, & Education Planning Trust & Estate Planning Services Tax Mitigation Strategies INVESTMENT MANAGEMENT: Portfolio Construction & Implementation Market Strategy Research & Due Diligence BUSINESS & PERSONAL BANKING:* Liquidity & Liability Management Securities & Structured Lending Strategic Exits *Banking and lending services provided by Bank of America, N.A. The advice and services we provide are aligned with the interests of our clients through fee-based compensation where appropriate. Personal Information: After graduating from Hampden-Sydney College in 2008 with a B.A in Economics and Commerce, I began working in the financial services industry in New York, New York. In 2013, I moved back to my hometown of Jacksonville. I have obtained the designations of Certified Exit Planning Advisor, Chartered Retirement Planning Counselor™ as well as the designation of Certified Plan Fiduciary Advisor® awarded by the National Association of Plan Advisors. My wife, Patton, and I live in the Ortega area and we are the proud parents of Kirkwood and Ellis. I enjoy playing golf, grilling, and I'm an avid soccer fan. Phone: 904.634.6169 Email: Lawrence.k.weber@ml.com