Financial Advisor, Merrill Lynch

Lawrence Barocas

Intl Wealth Management Advisor

Senior Vice President-Wealth Management


200 CONCORD PLAZA DRIVE
Suite 100

SAN ANTONIO, TX 78216

Phone: (210) 8052828
Email:

Directions to Branch

PROFESSIONAL STAFF

Debra R Ury (210) 805-2961 Analyst Relationship Mgt Vice President View Profile
Michael McCarty (210) 805-2834 Registered Client Associate View Profile

PROFESSIONAL PROFILE

Larry has been involved in the financial services industry beginning in 1988, first as a tax attorney specializing in mergers and acquisitions, and then as a Financial Advisor beginning in 1997. During his professional career he has served as a Senior Economic Advisor to the United Nations Economic Development Programme, a member of, and the past Administrator of the New York City Independent Judicial Screening Panel, a member of the American Bar Association committee on the Foreign Corrupt Practices Act, a Board Member Ex-Officio of the National Asian Pacific American Bar Association, and a Board Member of the Hispanic National Bar Association.

Larry holds a Certification as a Certified Private Wealth Advisor® (CPWA®). This program is administered jointly by the Investment Management Consultants Association (IMCA®) and the University of Chicago, Booth School of Business. There are approximately 500 CPWA® holders worldwide. Additionally, Lawrence holds a Chartered Retirement Plan SpecialistSM (CRPS®) designation issued by the College for Financial Planning.

As a Financial Advisor areas of specialization include:

• Family Wealth Planning- Including advanced Estate Planning Services
• Business Succession
• Executive Business Services
• Retirement Plan Services

Currently, Lawrence is a Trustee on the Executive Committee of the BlueStar Contemporary Art Museum of San Antonio.

Professionally, Lawrence is a member of the Investment Management Consultants Association (IMCA®) and sits on the curriculum committee in Estate Planning, Taxation and Executive Compensation for the Certified Private Wealth Advisor® Program (CPWA®).

In the for Profit Area, Larry currently is on the Board of Directors of Wilton Partners LTD a Shanghai based mergers and acquisition advisory firm for Chinese companies.

Merrill Lynch Does Not Provide Any Tax Or Legal Advice.

Education:

BA 1981 Union College, Schenectady, NY
JD 1984 University of Miami School of Law, Miami, FL


Professional Designations:

Certified Private Wealth Advsor® (CPWA®) by University of Chicago School of Business and IMCA®

Chartered Retirement Plan SpecialistSM (CRPS®) by the College for Financial Planning.


Professional Affliations:

Ivestment Management Consultants Association (IMCA®)
American Bar Association
National Association of Tax Practioners
National Hispanic Bar Association
National Asian Pacific American Bar Association


Community Acivities:

BlueStar Contemporary Art Museum - Trustee
CPWA® - Curriculum Committee

For Profit Board Positions:

FinChina/INFEEL - Member of the Board

Debbie Ury started with Merrill Lynch on December 7, 1981. In the course of her career with Merrill Lynch she has worked in Northbrook, IL, St. Croix, Virgin Islands and has been in San Antonio since 2010. Debbie joined my team in 2012 as an Analyst Relationship Mgt.

Loading Map...Loading MapQuest

Lawrence Barocas is registered to do business in:AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, NC, NJ, NM, NY, OH, TN, TX, VA, VI, WA

Reporting available on FA.COM Set-Up Tool
AC260ED1 (JCF*******801)