Brian Kaplan, CFP®
Managing DirectorBrian Kaplan is a Managing Director 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 2025, Brian was recognized by Forbes as America's Top Financial Security Professionals. He was named on Forbes Top Financial Security Professionals in both 2023 and 2022.
