David Kates, ChFC^®, CLU^®, CLTC

David Kates is a Partner who has been with Lenox Advisors since 2005. He specializes in providing comprehensive, integrated solutions regarding wealth management and estate planning for individuals as well as corporate and executive benefits programs for group clients of the firm. He graduated with a bachelor’s degree in History from Lehigh University, and a Juris Doctorate from the Delaware Law School at Widener University.

Most recently in 2025, David was recognized by Forbes as America's Top Financial Security Professionals.