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Custom Wealth and
Risk Management Strategies
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Focused on providing personalized, sound and timely financial solutions through disciplined strategies |
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Dedicated to simplicity, objectivity and confidentiality |
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Committed to cost-effective, highly personalized service that exceeds expectations |
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Larry Eppolito, Managing Director – Investment Officer, CFP®, MBA |
Larry Eppolito, Managing Director – Investment Officer at Wells Fargo Advisors, LLC, has been providing clients with honest, concise and relevant advice for more than 27 years. Larry leverages his clients’ time by constructing and overseeing custom investment portfolios designed to remain consistent with his clients’ objectives. By doing so, his clients may have more time to attend to other important issues of their lives. He is dedicated to simplifying his clients’ financial lives and helping to reduce the anxiety often associated with the investment planning process.
Larry works seamlessly with attorneys and tax professionals to develop strategies to help pursue financial goals.
Larry is supported by a skilled administrative staff consisting of Registered Client Associate, Carole A. Alexander and Client Associate, Shannon Alexander.
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Areas of Focus
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Advisor selection is not reflective of individual client satisfaction or future performance. Please see below for important information on the scope of the award and the Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC. [CAR 1211-2876 12/21/11].
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Boston area (includes Bristol, Essex, Norfolk, Middlesex, Plymouth and Suffolk counties in the state of Massachusetts) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 19,400 wealth managers in the area. 2,591 award candidates in the Boston area were considered for the award, of which 454 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Boston Magazine.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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