Larry Parente joined Carmel Capital Partner, LLC in July of 2022 as a Senior Wealth Advisor. Larry has more than 20 years of experience in wealth management. As part of the Carmel Capital Partners, LLC team, Larry delivers personal and highly customized wealth management services, for business owners, executives, individuals, and families with substantial wealth. He aims to simplify business succession goals and sophisticated wealth planning solutions, so that clients may make confident and informed decisions about their business, their family, and their future. Larry also emphasizes values‐based, family, and philanthropic legacy planning.
Previously, Larry served in various roles at Bank of America Merrill Lynch. In addition to being a Private Client Advisor with Bank of America’s Private Bank, he was a Senior Financial Advisor, and Senior Trust Specialist with Merrill. Larry also once served as a Senior Vice President and Senior Trust Officer, where he was dedicated to the Private Bank’s Family Wealth Advisor Team, servicing families with $50 million or more in net worth.
Larry has also had the privilege of serving in other roles outside Bank of America Merrill Lynch including, a Director & Private Wealth Advisor with MUFG Union Bank, a Senior Wealth Manager with Jackson Square Financial, and a Principal & Senior Wealth Advisor with Bessemer Trust.
Larry is a licensed attorney with the State of California and spent two years with the law firm of Brobeck, Phleger & Harrison, LLP. Larry earned his J.D. from Golden Gate University School of Law and his B.A. from the University at Albany, where he graduated Phi Beta Kappa, Summa Cum Laude.
Larry lives in Rancho Santa Fe, CA with his wife Erin, and twin daughters Mary & Maggie. They also enjoy the company of their miniature Schnauzer, “Harrison.”