David Kates

JD*, ChFC®, CLU®, CLTC

Partner - New York

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David Kates 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.

Prior to joining Lenox, David ran a successful financial planning and employee benefits practice at AXA Advisors. He graduated with a bachelor’s degree in History from Lehigh University, and a Juris Doctorate from the Delaware Law School at Widener University.

For David’s complete licensing information click here.