Lenox Advisors

Description

We provide solutions from the country’s strongest and most trusted insurance companies. Whether you are looking for guaranteed death benefit protection, low-cost coverage or consistently strong cash value accumulation potential, Lenox Advisors has a solution to meet your needs.

Lenox Money-Smart Kids™ is a free resource dedicated to helping parents raise financially literate children. The only way to teach children to become financially literate is through regular, small, digestible bites of tasty financial “snacks”. “Snacks” from books, web sites, your local bank, even the library. The Money-Smart Kids™ lesson plans will provide a forum to help you help them grow. After all, every parent strives to provide the best education for their children.

This business center is dedicated to providing you with the tools and information you need to effectively run your office’s daily operations — from recruiting to retention to termination, and every step of an employee’s life with the company in between.

Dave joined Lenox in 2013 bringing over twenty years of financial services experience in the global wealth management sector to the firm. Most recently he was Chief Operating Officer of Wealth Management Solutions at UBS and, prior to that, Head of the Institutional Client Segment at Morgan Stanley Smith Barney. Dave holds a Bachelor of Arts from the University of Pennsylvania and a Masters of Business Administration from the Wharton School.

Lenox will help you navigate the complexity of building a successful corporate benefit program that includes health and welfare benefits, executive benefits and retirement plans. Our Corporate Benefits team will assist you in designing, communicating and administering a plan that meets your company’s financial and business goals. We have relationships with the nation’s leading insurance companies, and together, we strike a balance between meeting the needs of your employees and protecting your bottom line.

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