Philip A. Insley

Vice President

Philip Insley is a Vice President at Lenox Advisors. With over 30 years of financial experience, Phil helps his clients make well-informed financial decisions regarding wealth management, insurance, and estate planning. He also works with corporate clients in structuring in-depth retirement programs.

Prior to joining Lenox, Phil spent 12 years as an institutional equity trader, managing risk positions in the markets for several Wall Street firms. After moving into an advisor role with Morgan Stanley in 2010, he joined Martin/Wight & Company in 2012, which was then acquired by Lenox Advisors in 2024.

He holds the designation of Accredited Investment Fiduciary (AIF) and holds the Series 7, Series 66, and Life & Health licenses. Phil graduated from Denison University in 1993 with a Bachelor of Arts degree in Economics. He resides in Towson with his wife and family and enjoys playing golf and supporting his children's many sports activities.