Brian Kaplan

CFP® - Senior Vice President

Brian Kaplan is a Senior Vice President who has been with Lenox Advisors since 2009. He is responsible for working with both corporate clients –where he structures in-depth employee benefits and executive carve-out programs, and high net worth individual clients –where he provides comprehensive estate, insurance, and wealth management strategies. Prior to joining Lenox, Brian worked at J.P. Morgan. He holds a FINRA Series 6 and 63 Registration (Investment Company Products/Variable Contracts Limited Representative). He graduated from Fairleigh Dickinson University in 2003.

Most recently in 2022, Brian received the recognition as one of Forbes Top Financial Security Professional of 2022.