Pete Bouros

Pete Bouros is a Vice President at Lenox Advisors, based in the Chicago office. With more than 16 years of experience in the financial services industry, Pete operates a comprehensive wealth advisory practice serving individuals, families, and businesses across the country.

Primary areas of focus include:

• Fee-based financial planning
• Retirement planning, wealth management and investment advisory
• Disability income insurance, life insurance, long-term care insurance services, and estate planning
• Private client personal risk management, corporate benefits and carve-out benefit programs
• Commercial insurance, medical malpractice insurance and tail coverage¹

Pete has extensive experience working with high net worth individuals and families with a special focus on physicians, attorneys, corporate executives and high finance professionals. He is distinguished by his ability to deliver tailored, fee-based financial planning services that integrate the financial lives of his clients into one comprehensive, organized plan.

Pete also advises businesses of all sizes on strategies to attract, reward and retain top talent through voluntary and employer paid carve out benefit programs. Through our relationship with NFP and AON, Pete is able to provide businesses with corporate benefit and commercial insurance solutions.

Prior to joining Lenox in 2013, Pete spent four years as a licensed personal banker at Standard Bank & Trust Company. He graduated from DePaul University with a bachelor’s degree in finance and holds a FINRA Series 7 and 66 registrations. Pete has been recognized as a rising leader and one of our top advisors for disability income insurance solutions.

¹ Not offered through Massachusetts Mutual Life Insurance Company or MML Investors Services, Inc.