Steven R. Serotte

ChFC, CLU, CLTC

Partner

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Steven Serotte is a Partner of Lenox Advisors and has been in our San Francisco office since launching its operations in 2002. Steven is responsible for working with both individual and corporate clients of the firm. He specializes in providing those clients with broad range, integrated solutions regarding wealth management, estate planning and employee benefits strategies.

Steven graduated in 1986 with a Bachelor of Arts degree from Furman University in Greenville, South Carolina. At Furman, he spent two years as Co-Captain of the University’s nationally ranked Varsity golf team. After graduation, he spent four years on the professional golf circuit playing PGA tours in South Africa and Canada. Before joining Lenox, Steven joined the Cowan Financial Group as an associate in 1996.

 

California Insurance License: 0C37536