My Story and Services

Larry is a seasoned advisor with nearly 15 years in the financial services industry. He focuses on holistic financial planning for individuals, families and corporations. As a Certified Financial Planner™, Larry has honed a seamless process which starts with fully understanding his client’s goals and financial wellness, and culminates with the execution of a fully comprehensive financial plan. His disciplined approach combines wealth accumulation strategies and risk management techniques to help each client enjoy well-rounded solutions for maintaining financial strength through important life milestones and the changing markets. Specific investment strategies may evolve as needs arise, but with the foundations of solid plans, clients enjoy having clarity, flexibility and tangible success metrics.

He is among a select few financial advisors at Morgan Stanley to earn the Corporate Retirement Director title because of his proven success record with Plan Management and Risk Mitigation, Investment Management, Expense and Service Provider Oversight and Employee Engagement. Retirement plan sponsors partner with Larry for matters relating to defined contribution plans and defined benefit plans, as well as non-qualified deferred compensation programs and employee financial wellness.

Throughout his career, Larry has been committed to his own professional knowledge and development. He’s remained on the forefront of the most effective retirement plan strategies in order to deliver a more powerful client experience. A graduate of Hamilton College, Larry earned his Chartered Retirement Plans Specialist℠ designation in 2013 and his CERTIFIED FINANCIAL PLANNING designation in 2015. He is member of the Estate Planning Council of Westchester, Financial Planning Association of Greater Hudson Valley and Board Member of Westchester Human Resource Management Association (WHRMA).

Born and raised in Manhattan, Larry now lives in Chappaqua with his wife and two daughters. In his personal time, Larry has committed himself to the continued civil rights movement, fighting anti-Semitism and helping to secure fair treatment to all. For almost two decades, Larry sat on the New York Regional Board of the Anti-Defamation League and was previously the Chairman of ADL’s Westchester Advisory Committee. Currently Larry serves on UJA’s Westchester Regional Advisory Council.
Services Include
  • Financial Planning1
  • Executive Financial Services2
  • Corporate Retirement Plans3
  • Business Succession Planning4
  • Cash Management and Lending Products5
  • Asset Management6
  • Trust Services7
  • Life Insurance8
Securities Agent: TX, NJ, WA, VA, UT, TN, SC, RI, PR, PA, NY, NV, NC, MS, ME, MD, IL, IA, GA, FL, DE, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1290449
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Morgan Stanley Financial Wellness

A corporate financial wellness program aimed at improving employees' financial lives.

Morgan Stanley's Goals Planning System

A plan helps you assess where your personal finances stand. Looking at your full financial picture we can help you determine how likely you are to reach your financial goals. Our process helps you adapt your strategy in a way that can best reach your goals and respond to changes in the market or in your life.

Location

2000 Westchester Ave 1nc
Purchase, NY 10577
US
Direct:
(914) 225-4211(914) 225-4211
Fax:
(917) 512-9207(917) 512-9207

Strategic Partners

The Experience to Guide You
Our steadfast committment is to enhance the advice you receive. Working in partnership allows us the opportunity to provide a more holistic approach to help you manage and meet your wealth management goals head-on.
Investment and Market Perspectives

On the Markets

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
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  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
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Ready to start a conversation? Contact Lawrence Bahr today.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

2Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

3Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

7Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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