Lawrence (Larry) Parente

Senior Vice President, Private Client Advisor

Professional Profile

Larry Parente has over 18 years of experience in Wealth Management. Larry and his team deliver personal and highly customized wealth management services, for individuals and families with substantial wealth. He aims to simplify sophisticated wealth planning solutions, so that clients may make confident and informed decisions about their business, their family and their future.

And, helping clients pass along their values, together with their success, is a high priority. Larry also emphasizes values‐based, family and philanthropic legacy planning. Through trust and estate planning guidance, as well as advanced wealth transfer strategies, clients can rely on a disciplined process to help determine which solutions are the most impactful to them and their family. The result is a thoughtful approach to helping achieve their goals and preserving their legacy.

Larry has served in various roles at Bank of America. In addition to being a Private Client Advisor, he was previously a Senior Financial Advisor, and Senior Trust Specialist with Merrill. Larry also once served as a Senior Vice President and Senior Trust Officer with Bank of America’s Private Bank where he was dedicated to the 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 of the organization 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 does not provide legal advice in his role with Bank of America Private Bank.

EDUCATION

  • Golden Gate University
  • State University of New York System

LANGUAGES

  • English

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Eric Baggett

Wealth Strategies Advisor

619.515.5645

Adrienne Schwartz

Private Client Manager

858.847.6322

Holly Cannady Tapia

Senior Trust Officer

619.515.5549

Stephen Ross

Portfolio Manager

619.515.5625

Dawne Clark

Portfolio Manager

619.515.5634

James (Zack) Z Weismann

Portfolio Manager

619.515.5622

Key Contacts

Shannon F Seilsopour

Private Bank Associate

619.515.7598

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.