Todd Parker is a Senior Vice President who joined Lenox Advisors in 2011. He is responsible for working with high net worth families and executives, as well as corporate clients of the firm. With his individual clients, Todd develops integrated solutions in wealth management, estate planning, and risk management. With his corporate clients, he focuses on providing employee benefits consulting as well as executive carve-out programs for key employees and senior management.
Todd has earned his Chartered Financial Consultant (ChFC®) & Chartered Life Underwriter (CLU®) designations as well as being certified in Long Term Care (CLTC). He holds FINRA Series 7 and 66 Registration, and is New York State (as well as NJ, CT, AZ, RI, MA, TX and VA) Life & Health insurance licensed. He is Partnership certified in NY & CT, and state CE / instructor certified in several programs, and previously held the position of Director of Disability and Long Term care at Lenox.
Todd played four years of Varsity, Division 1 Tennis at the University of Richmond, graduated Cum Laude, and currently resides in Northern Stamford, CT, with his wife and 4 children.
For Todd’s complete licensing information click here.