With 20+ years of experience in retirement plan administration, Larry Jackson began working with Christopher Cervantes at Merrill Lynch Wealth Management only a few months prior to the launch of Valorous Advisors. Previously, he had been a relationship manager at Fidelity Investments. In that role, he served as a liaison between plan committees and the operational support teams who serviced the retirement plan. This gave him deep insights into the needs of plan sponsors and participants, fueling his desire to help them enhance their plans to assist employees in achieving their retirement goals.
Larry works alongside plan fiduciaries to improve their plan review and oversight responsibilities. He advises plan sponsors regarding plan design enhancements and how they may impact plan metrics such as participation, testing, costs, etc. Larry often consults with plan administrators on ways to improve the administrative tasks associated with the daily maintenance of the plan.
Larry holds the Certified Plan Fiduciary Advisor™, CPFA™ designation. He earned a bachelor’s degree at Baylor University with a major in Business Administration and a minor in Broadcasting. Earlier in his career, he managed his own video production company.
Larry lives in Oak Point, Texas, with his wife, Lavonna. They have a son and two married daughters.