Miguel Valdes is an Associate who joined Lenox in 2022 in our New York City office. He is responsible for working with both corporate and high net worth clients of the firm. Analyzing their financial situation to help them achieve their financial goals. Miguel specializes in investments, insurance, estate planning, and tax mitigation strategies.
Prior to joining Lenox, Miguel was an intern for Creative Financial Group, in Newtown Square, PA. He attended the University of Delaware, majored in Finance, and received a Bachelor of Science degree. In his free time, Miguel enjoys lifting weights, and is passionate about fitness and nutrition, traveling and watching and playing football, basketball, and baseball. He currently resides in New York City.
Miguel holds a Series 17-55 Life, Accident and Health Broker License.