Larry Sweeney, CFP®, ChFC, CLTC, MBA
Senior Vice President Sales
As Senior Vice President Sales of Nautic Financial Group, Larry believes the only way to properly advise business, family, or individual clients is after the accumulation of all pertinent information required to complete the comprehensive planning process. The world of financial products is vast and complex, and one or two products or strategies does not fit all situations. Understanding client goals and dreams is paramount to the direction of the analysis and recommendations. In his 14 years in the industry, Larry’s client-centric focus and expertise has provided both clients and financial partners the needed council to address their goals and objectives.
Larry’s retail and wholesale experience allows him to provide significant knowledge and expertise in the individual and family areas of estate planning, wealth distribution, and insurance planning, as well as the business areas of succession planning, deferred compensation and insurance analysis.
Larry’s licenses include the following: Series 7, 6, and 63 held with LPL Financial; Life; Accident and Health; and Property and Casualty. He holds the following designations: Certified Financial Planner CFP®; Chartered Financial Consultant ChFC; and certified by the Corporation for Long Term Care CLTC.
Larry graduated with a BS in Chemistry from the University of Richmond, and earned his MBA from the University of Wilmington. He currently lives in Garnet Valley, PA with his wife and kids, where they are active in their church and community’s youth athletic programs. Larry enjoys golf, running, and coaching his children’s soccer and basketball teams.