About Lawrence Bahr
Lawrence W. Bahr, CFP®
Senior Vice President
Financial Advisor
Global Sports and Entertainment Director
Corporate Retirement Director
Larry is a seasoned advisor with over 20 years in the financial services industry. He focuses on holistic financial planning for individuals, families, and corporations. As a Certified Financial Planner™ (CFP®), 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 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 track record with Plan Management and Risk Mitigation, Investment Management, Expense and Service Provider Oversight and Employee Engagement. Retirement plan sponsors work 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.
In 2025 Larry was named a Global Sports & Entertainment Director as part of Morgan Stanley’s Global Sports & Entertainment division. This specialized group was created to help address the unique wealth management needs of athletes, coaches, owners, directors, producers, writers, actors, and their business advisors. Larry has access to customized resources and programs, including asset and liability management, philanthropic and lifestyle advisory services, family governance and financial planning, insurance, investment banking services and private equity solutions.
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. He presently serves on the Board of the Westchester Jewish Council which is dedicated to connecting and safeguarding Westchester’s Jewish Community. He is also a member of the Financial Planning Association of Greater Hudson Valley.
Disclosures:
2021, 2022, 2023, 2024 & 2025 Forbes Best-In- State Wealth Advisors New York - NY State (High Net Worth)
Source: Forbes.com (Awarded April 2021, April 2022, April 2023, April 2024 & April 2025). Data compiled by SHOOK Research LLC based on time period from 6/30/19 - 6/30/20, 6/30/20 - 6/30/21, 6/30/21 - 6/30/22, 6/30/22 - 6/30/23 & 6/30/23 - 6/30/24.
2023, 2024 & 2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023 & Jan 2024 & Jan 2025) Data Compiled By Shook Research LLC Based On Time Period From 3/31/21-3/31/22 & 3/31/22-3/31/23 & 3/31/23-3/31/24.
Securities Agent: KS, IN, FL, HI, VI, NJ, NC, MT, MO, CA, MD, WA, OH, CT, AK, SC, NH, RI, AL, VT, VA, PR, PA, NY, IL, GA, DE, CO, MI, ID, TX, TN, NV, ME, AZ, MA, DC; General Securities Representative; Investment Advisor Representative
NMLS#: 1290449
CA Insurance License #: 0F41000