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Lawrence M. DeLuise, CFP®, CIMA®, CPWA®
Managing Director – Private Wealth Advisor

With nearly 30 years of experience in the financial industry, Larry has helped individuals and families navigate the complexities of Private Wealth Management. A 1997 graduate of Â鶹´«Ã½ of New Jersey,  Larry has held leadership roles at premier firms including Merrill Lynch and currently at UBS, where he has advised high-net-worth clients on investment strategy, financial planning, and long-term wealth preservation.

Larry is known for his commitment to client-centered service and ethical leadership. Throughout his career, he has maintained a strong focus on financial education, both in his advisory work and through community involvement.

He holds the Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), and Certified Private Wealth Advisor (CPWA®) designations—some of the most respected credentials in the financial services industry.