Asset Manager, Private Wealth Management
Lenox Advisors, Inc. is a wholly owned subsidiary of National Financial Partners Corp. (NFP). Lenox Advisors, Inc. and NFP are not affiliates or subsidiaries of MML Investors Services, Inc. Services offered through Lenox Advisors, Inc. as an Independent Registered Investment Advisor are not sponsored or offered through MML Investors Services, Inc.
As a member of the Lenox Private Wealth Management team, we closely oversee each client’s investments and how they respond to the ever-changing markets. A well-executed asset allocation that emphasizes asset classes and investment vehicles over market cycles is key to each client’s success. I work with a team of highly-skilled financial planners, CFP® practitioners, asset managers, CPAs and other professionals to develop, implement, and monitor strategies to meet each client’s objectives and coordinate virtually every aspect of their financial life. Working in tandem allows each team member to become familiar with each client’s individual needs and more efficiently integrate solutions into their overall financial plan. This reduces the complexity in each client’s financial life, which helps to increase their financial security and peace of mind.
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