Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

father son handshake

Lawrence Haertel

Managing Director–Wealth Management

Larry is approaching his 40th year of providing comprehensive investment advice, service and solutions to multigenerational families, individuals, trusts and nonprofit organizations throughout the United States and globally. His objective is to develop investment strategies that are individually tailored to each client’s unique interests. He accomplishes this by focusing on client’s goals to create an appropriate financial plan, and then implementing that plan with a diversified portfolio. Larry carefully discusses the pros and cons of investments and helps clients navigate the emotional swings that can sometimes become a significant part of the investment decision-making process.

Fortunate to work with a group of talented professionals, Larry and his team have a combined 150 years of experience and the knowledge required to service the diverse needs of their clients in a professional and timely manner.

Larry is a UBS Chairman’s Circle member, an exclusive recognition awarded to approximately 100 advisors within the firm for industry leadership.

A Greenwich resident for over 40 years, Larry has been married to Michele for 44 years and has two grown children, Holly and Larry, and two wonderful grandchildren.

Personal & Community

  • Board member, The Brunswick School, Greenwich, CT
  • Founding board member, Arch Street, The Greenwich Teen Center
  • President, Greenwich Country Club
  • Coach, youth basketball, lacrosse, baseball and soccer
Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • PA
  • RI
  • SC
  • TX
  • UT
  • WA
  • WV

  • Barron's Top 1,000 Financial Advisors, 2010, 2011The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures


  • M.B.A., Darden School of Business, University of Virginia
  • B.A. History, Lafayette College
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830
  • (203) 862-2179

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