Brian Large is a Partner and Relationship Manager who has been with Lenox Advisors since 2000. He is responsible for working with both corporate and high net worth individual clients of the firm. With his individual clients, Brian and the rest of the Lenox team specialize in comprehensive estate, insurance, and wealth management strategies. Brian also works with corporate clients structuring in-depth employee benefits strategies and executive carve-out programs.
Brian has been with Lenox since graduating from St. John’s University in 2000 and holds a FINRA Series 7 license (General Securities Representative), as well as FINRA Series 6 and 63 Registration (Investment Company Products/Variable Contracts Limited Representative). He is New York State (as well as NJ, CT and IL) Life & Health insurance licensed and also holds the designation of CLTC (Certified Long Term Care Consultant).
For Brian’s complete licensing information click here.