Brian Kaplan, CFP^®

Brian Kaplan 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 2026, Brian was recognized by Forbes as one of America's Top Financial Security Professionals Best-in-State. Brian was previously recognized by Forbes from 2022-2025.