Larry Sarkozy joined Ledgewood Wealth Advisors, LLC in 2005 and leads the Company’s efforts in developing and implementing our clients’ comprehensive wealth management plans. Larry prides himself on exceeding client’s expectations for service and reliability.
Larry’s experience in the financial services industry began in 2001 when he joined Fidelity Investments as a retail client trading specialist, eventually moving into the high net worth client services area.
In 2004 Larry joined Fleet Bank / Quick & Reilly as an Investment Specialist working with banking clients to identify their financial goals, create investment plans and implement individualized investment portfolios.
Larry has held licenses as a Registered Representative and Supervisory principal. Larry received a Bachelor of Science from the University of New Hampshire in Environmental Conservation.
In his spare time Larry enjoys spending time with his family and two dogs, he is an avid golfer and local sports fan.