Partner - New York
Britt Szostak is a Partner who has been with Lenox Advisors since 2005. He specializes in providing comprehensive, integrated solutions regarding wealth management, estate planning, and employee benefits systems for both the individual and corporate clients of the firm. He works with high net worth individuals to develop comprehensive financial plans based upon clients’ retirement planning, and investment planning needs.
Prior to joining Lenox, Britt served as a financial advisor for Cowan Financial. There he was able to build a solid foundation as well as a respectable name for himself in the industry. He is a CFP® Certificant and has a Certified Long Term Care (CLTC) designation. He is also a member of the College for Financial Planning and holds his Series 7.
Britt received his Bachelor’s degree from George Mason University. During his spare time Britt can be found on the golf course or looking for a new place to grab something to eat.
For Britt’s complete licensing information click here.