Larry is distinguished by his depth of knowledge and breath of financial services experience. Throughout his career, he has pursued advanced designations and certifications to continually enhance his in-depth understanding of the industry. 

Beginning his career as a tax professional at Ernst & Young, he earned his Certified Public Accountant (CPA) license. He then attained his M.B.A. in finance from NYU's Stern School of Business. Larry later joined Citi's corporate investment bank where he covered global insurance companies. He is a CERTIFIED FINANCIAL PLANNER, CFP professional and also holds the Certified Private Wealth Advisor (CPWA) certification. Backed up by the global resources of Merrill Private Wealth Management, Larry is positioned to help families with significant wealth simplify their complex financial lives, maximize the value of their businesses and create lasting wealth.

As a Private Wealth Manager, Larry has extensive experience in guiding sophisticated individuals and families toward their most important goals. He takes an integrated approach to understanding clients' complex financial needs by addressing how the current legislative and tax landscapes can affect their wealth both today and tomorrow. 

In Schnaid, Hodge & Associates, Larry believes he has created a team of top-notch advisors with complementary skill sets. His understanding of the entire life cycle of investments benefits his clients as they seek to grow and transfer wealth, mitigate taxes, and manage risk. Larry runs the business by adhering to scalable and repeatable processes for portfolio management and client service. He is responsible for the team's macroeconomic strategy and technical investment analysis, as well as managing larger client relationships.

Outside of the office, Larry enjoys spending time with his wife Amy and their children, Alexandra, Mason and Harrison. Larry is also an avid reader and learner.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

For over 20 years, Jonathan has developed a customized approach to wealth management for clients. By bringing a love of the markets, a desire to help others, and decades of experience to the team, Jonathan helps clients pursue their most cherished goals while managing the risks of investing. Most importantly, Jonathan encourages families and businesses to improve their communication about financial matters. He considers himself both an advisor and confidant for his clients. As Senior Portfolio Manager, Jonathan is responsible for following market trends, managing the team's proprietary discretionary based portfolios, and all general investments for the team.

Jonathan also devotes much of his time to Diversity & Inclusion efforts. At Merrill, Jonathan assists in leading Southern California regional responsibilities regarding community engagement and diverse business strategy implementation. These philanthropic endeavors are motivated by Jonathan's family legacy in St. Martin, where he saw firsthand how detrimental a lack of communication can be to the preservation and growth of wealth. Jonathan is committed to giving back and building generational wealth in communities.

Prior to beginning his wealth management career, Jonathan attended Boston University and earned a Bachelor of Science in Economics. He then went on to work at State Street Bank as a Mortgage Backed Securities Analyst. His primary responsibilities were to calculate and model monthly cash flows for various CMBS and RMBS securities.

Jonathan is an avid golfer and frequently returns to Connecticut and St. Martin in the US Virgin Islands to visit friends and family. In his free time, Jonathan enjoys cooking, hiking, and traveling. Jonathan lives in Los Angeles with his partner Lea and his two lovely daughters, Amalia and Elsie.

Phil is a Managing Director and Private Wealth Advisor with Merrill Private Wealth Management.  Phil has been a professional in the field of High Net Worth Client Management since 1994.  Prior to joining Merrill in 2000, Phil was a Vice President in the Private Client Services Group at Goldman Sachs. He is a Certified Private Wealth Advisor®(CPWA®) professional, and has been trained at the Money, Meaning, and Choices Institute in San Francisco. He is a Trustee with Silicon Couloir, and on the board of KHOL, in Jackson Hole, WY.

 

Phil is ranked among the Top 250 Advisors in America by Forbes/Shook* for 2016-2023(2023 published in April. Rankings based on data as of June of 2022. Years pre-dating 2023, published annually Aug – Oct. Rankings based on data as of March – June of current year); among the Forbes Best-in- State 2018 -2023(Published annually Jan – April. Rankings based on data as of June 30
of prior year); ranked among the Barron’s Top 100 Advisor Teams in America in 2021 & 2022 (Published annually in April. Rankings based on data as of December 31 of prior year); Top 1200 Advisors in America, & Top 100 Advisors in California, for 2012 -2023(Published annually February – March. Rankings based on data as of September 30 of prior year); among the Top 400 Advisors in America by the Financial Times in 2016(Published on March 30, 2016. Rankings based on data as of June 30, 2015). 

 

Phil earned his Ph.D. at the University of California at San Diego in Cellular and Molecular Biology.  His postdoctoral work was conducted at the University of California at San Francisco, where he was a Fellow of the Cancer Research Institute.  His graduate and postdoctoral works have been published in several journals including:  Science, The Journal of Cellular Biology and the Journal of Clinical Investigation.  Phil earned his B.S. in Biochemistry and his M.A. in Plant Biology from Binghamton University in New York.

 

Working with the Merrill, Center for Family Wealth, Phil focuses on developing a comprehensive wealth plan and providing estate planning services for the client, based on the client’s core values around family, philanthropy and wealth.

 

*Source: The Forbes “America’s Top Wealth Advisors” list, 2023 published in April. Rankings based on data as of June of 2022. Years pre-dating 2023, published annually Aug - Oct. Rankings based on data as of March - June of current year.

Data provided by SHOOK® Research, LLC. America’s Top Wealth Advisors ranking was developed by SHOOK Research and is based on inperson, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Source: The Barron’s “Top 100 Private Wealth Management Teams” list, published annually in April. Rankings based on data as of December 31 of prior year.

The Barron’s “Top 100 Private Wealth Management Teams” list is a ranking of wealth management teams that specialize in serving individuals and families. The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members and the resources they have at their disposal to serve their client bases. The Barron’s “Top 100 Private Wealth Management Teams” ranking considered advisors with a minimum of seven years of financial services experience and who have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Rankings are based on the opinions of Barron’s and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in February-March. Rankings based on data as of September 30 of prior year.

The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.  Years prior to 2014, this Barron's list consisted of 1,000 advisors.

*Source: Financial Times “400 Top Financial Advisers” list, published on March 30, 2016. Rankings based on data as of June 30, 2015.

The Financial Times “400 Top Financial Advisers” (FT 400) is an independent listing produced by the Financial Times. The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each adviser’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisers pay a fee to the Financial Times in exchange for inclusion in the FT 400. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.