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.

David has been recognized in 2025 and 2026 on the Forbes Top Financial Security Professionals Best-In-State list.