Jarad Plummer is a Vice President who has been with the Lenox Advisors team since 2017. He is responsible for working with both corporate and high net worth individual clients of the firm. Jarad specializes in providing his individual clients with integrated solutions regarding estate planning and insurance. He also works with corporate clients in structuring in-depth employee benefits strategies and executive carve-out programs.
Prior to Lenox, Jarad spent almost 8 years in the industry with Eagle Strategies (New York Life). Jarad received his Bachelor of Science in Business Consumer Affairs, from the University of Wisconsin. While at Wisconsin, Jarad was a member of the Track & Field Team. In his spare time Jarad ’s hobbies include playing golf, fishing and spending quality time with his wife, Whitney, and their dog Mila.
Jarad’s professional designations include his Series 6, Series 7, as well as 63, and 65 securities registrations.
For Jarad’s complete licensing information click here.