Paul Felix is a Senior Vice President at Lenox Advisors who has been with the firm since 2009. He is responsible for the growth of Lenox’s Stamford office through his efforts in recruiting, training, and coaching. He also works closely with high net worth and corporate clients developing customized financial plans to help meet their goals through comprehensive estate planning, retirement planning, asset management and risk protection.
Over the course of his career, Paul has received numerous awards for his accomplishments in personal production and career development.
Paul is a graduate of Connecticut College with a B.A. in History and Economics. He holds FINRA Series 7, 24, 65, and 63 securities registrations. Additionally, he is licensed to sell Life & Health Care products in multiple states.
For Paul’s complete licensing information click here.