Javascript must be enabled for the correct page display
Customer Relationship Summary
Find An Advisor
Client Login
Personal CFO
Investment Accounts
HR Resources
Online Enrollment
About
Our Team
Our Story
History
Our Approach
Culture & Inclusion
Locations
Careers
Financial Advisors
Professional Support
Graduates
Licensing
Planning Solutions
Financial Planning
Retirement Planning
Asset Management
Estate, Gift & Trust Planning
Education Funding
Insurance
Annuities
Disability Income Insurance
Life Insurance
Long-Term Care Insurance
Umbrella Liability Insurance
Business Solutions
Employee Benefits
Consulting & Analysis
Benefits Administration
Technology
HR Compliance & Support
CEO & Private Exchange
Executive Benefits
Consulting
Solutions
Enrollment Services
Technology
Insights
search opener
Our Team
Our Story
History
Our Approach
Culture & Inclusion
Our Story
Locations
Careers
Financial Advisors
Professional Support
Graduates
Careers
Licensing
Kyle W. Boudreau
Associate
2125367747
(Direct)
LinkedIn
Email
Kyle Boudreau is an associate who joined Lenox Advisors in 2017. He is responsible for working with both high net worth individual and corporate clients of the firm. With individual clients, he specializes in comprehensive estate, insurance and wealth management strategies. For his corporate clients, he helps structure employee benefits strategies and executive carve-out programs. Prior to joining Lenox, Kyle worked at Northwestern Mutual where he created personalized financial plans catered to his client’s unique needs and desires. In 2005 Kyle earned his degree from Susquehanna University finishing with his B.S. in History and minor in Speech Communications. Aside from his studies at Susquehanna University Kyle was a 4-Year Varsity Letter Winner for Track & Field. He is currently a part of the Susquehanna University Alumni Board (NYC). He holds a FINRA Series 6 and Series 63 registration. Outside of Lenox, Kyle is very involved with his community as a Streetwise Partners Volunteer Leadership Board Member. Streetwise Partners goal is to use the power of mentoring to reduce unemployment within disadvantaged communities of New York City and Washington D.C. The organization pairs business professionals with mentees who are unemployed/underemployed in order to provide them with the skills, resources and access to networks that they need to secure and maintain employment. When he is not working Kyle enjoys all things sports, traveling, and spending time with his loved ones.
Click here for licensing
Executive Leadership
Executive Leadership
Frank Anzalone
Michael A. Book
Stefan E. Greenberg
Gregory K. Large
Angie LeMar
Naresh H. Singh
Kristi Vassak
Leadership
Mark Dundon
Michael Girasole
Irvin Hu
Daniel Oh
Steven D. Randall
Maribel Rodriguez
Eric Semelka
Gregory Sullivan
Sam Toskin
Lindsay Wolfer
Partners
Charlie Cunningham
Jonathan Davis
Paul D. Ferrante
Darren Gerstenblatt
Ari B. Greenman
David Kates
Brian C. Large
Gregory L. Olsen
Todd Parker
Steven R. Serotte
Michael J. Shean
Britt A. Szostak
Edgar F. Whitmore III
Advisors
A - K
Keith Adair
Brian Barron
William Basel
Brian Book
Malcolm Bosse
Kyle W. Boudreau
Pete Bouros
Brian Bulger
Robert Burger
Calvin Chung
Fred Denitz
Donald J. Draudt
Cliff S. Duester
Gil Elmaleh
Gavi Epstein
Deuly Espinal
James Farka
Nikita Fidelia
Janet Fleishman
Jared Funk
Chase B. Golomb
Ronald Goodman
Huck Green
Joseph Guevara
Robert Hartnett
Niccolas Hernandez
Brian C. Johnston
Nicholas Judd
Brian Kaplan
Brendan Kenny
DeWitte T. Kersh III
Joseph Kim
Ben Kleinschmidt
Matthew Kogan
Zachary Kriftcher
L - Z
Abbe F. Large
John P. Lepore
Joshua T. Lieberman
Jennifer Mann
James Mason
Stacy Matthews
Matthew Mattimore
Scott McCool
Michael McLaughlin
Christian F. Messina
John J. Miller
Matthew Nahman
Brett Norton
Brian R. Owens
Jonathan Perry
Robert Pimpinella
Jarad T. Plummer
Robert Pykosz
Kyle Rayder
Michael Ritz
Russell Rolnick
David Sarver
Jane Schroeder
Laura Schroeder
Mel Schroeder
Gabriel Schulman
Robert Segall
Stephen M. Seligman
Matthew Sendach
Richard Singer
Peter Slesinski
Alan Streiter
Albert Sung
David Suzzan
Rachel Tichauer
Vincent Trimarco
Noah S. Wills
Asset Managers
Christopher Bertinelli
Jason Krupa
Carter Moebius