• Larry McDonnell

    Private Wealth Advisor

With approximately 20 years of experience in financial planning and investment management, Larry has the accumulated knowledge and perspective to help keep clients and their financial future on a steady course. Larry understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change. Today, Larry provides Financial and Estate Planning for individuals and families as well as consultation to corporations and business owners on 401(K) design and ongoing management as a Certified Plan Fiduciary Advisor (CPFA). He holds the Series 7 and 66, as well as the Life and Health insurance licenses and works with clients in many states throughout the United States.

Larry is a graduate of UNC Wilmington where he earned a Bachelor of Science in Business Administration with a concentration in Finance. He began his career in financial services in 2003 with Merrill Lynch Global Wealth Management and spent 15 years there before joining Raymond James as a Private Wealth Advisor and Cape Henry Private Wealth Group as a Managing Partner.

As the son of a Marine Corps officer, Larry has lived in many different places, but considers Virginia Beach to be his home. Currently he resides there with his wife, Andrea, and their two children, Nolan and Lyla.