Miguel Valdes

Miguel Valdes joined Lenox in 2022. 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.

Miguel earned his Bachelor’s degree in Finance from the University of Delaware. In his free time, Miguel is passionate about fitness, nutrition, traveling, and watching sports. He currently resides in New York City.

Miguel holds the SIE credential and maintains the Series 6, Series 63, and Series 65 registrations. He is licensed in New York for Life, Accident, and Health Insurance.