Lawrence Annello has more than twenty-five years of experience in the financial services industry, with a solid reputation as a trusted advisor to individuals, families, and businesses. Larry has extensive tax experience, and has worked closely with long-standing corporate and partnership clients on sophisticated income and estate tax planning matters, business acquisitions and sales, succession planning, and operational issues. In addition to this corporate work, he provides multi-generational tax planning advice to privately held clients and their families.
Larry was previously CFO for two privately owned companies. He has a proven record of success with clients in manufacturing and distribution, retail, and professional service firms, as well as extensive experience with high-net-worth individuals. In addition to being a licensed CPA in the state of Connecticut, he holds PFS, CFP, and RIA certifications.
Larry has given empowerment speeches at universities and for various organizations. He is also active in his community, including being the director and treasurer of The Child Abuse Prevention Foundation of Farmington, Connecticut, Inc.