David Heller is a Vice President who has been with Lenox Advisors since 2010. He works collaboratively with high net worth clients in the areas of comprehensive wealth management strategies, specializing in insurance and estate planning. He also works with corporate clients in structuring in-depth employee benefits strategies and executive carve-out programs.
He graduated from The Ohio State University, and holds a FINRA Series 7 and 63. He is also licensed for Life & Health Insurance in NY, NJ, CT, and CA.
David lives in Connecticut with his wife. In his spare time, he enjoys reading, playing sports, and watching his Ohio State Buckeyes play every Saturday in the fall.
For David’s complete licensing information click here.