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Lenox Advisors Team Recognized by Forbes/SHOOK as Top Financial Security Professionals

In the News

We are proud to announce six Lenox Advisors team members recognized as leaders in a distinguished Top Financial Security Professionals by Forbes/SHOOK Research.

These individuals participated in a rigorous vetting process and emerged with well-deserved recognition for their expertise and client advocacy.

More than ever, clients need help navigating a dynamic environment to protect and preserve their wealth. These individuals — as well as countless others within Lenox Advisors — are going above and beyond to listen to their clients, understand their goals, and provide the solutions they need. Everything we do to help clients overcome challenges and enhance their financial security elevates the profession and creates paths for us to help more individuals and families.

“We’re excited these six financial professionals are being recognized for their outstanding work and for the specialized wealth management services they offer,” says Michael Book, Managing Partner. “We’re proud of their achievements and grateful for their commitment to providing exceptional solutions to their clients.”

Learn more about the Best in State Financial Security Professionals.

Align Yourself with Success

If you want to learn more about how you can join a team dedicated to the common goal of helping clients achieve their financial goals, look at our Financial Advisor career opportunities, and stay connected with us on Facebook and LinkedIn.

About Lenox Advisors

Driven by the notion of what is best for you, Lenox Advisors builds custom solutions that integrate the financial needs of emerging affluent and other individuals with high net-worth, their families, and corporate clients. As your advocate, we take the time to deeply understand your goals and values, informing our dynamic strategies to help protect and preserve your wealth. More information can be found at www.lenoxadvisors.com.

Media inquiries:

Melissa Dziemian, VP, Director of Marketing

Lenox Advisors, Inc.

90 Park Ave. 18 Floor, New York, NY 10016

212.536.8700