Stephen Seligman is a Senior Vice President who joined Lenox Advisors in 2010. He is responsible for working with both corporate and high net worth individual clients of the firm. With his individual clients, he specializes on comprehensive estate, insurance, asset allocation and wealth management strategies. Stephen also works with corporate clients in structuring in-depth employee benefits strategies and executive carve-out programs.
Prior to joining Lenox, Stephen was a Managing Director at the Wealth Advisory Group in NYC. He graduated from Ithaca College with a bachelors degree in Business in 1992.
Stephen holds FINRA Series 6, 7 and 63 and 65 Registration and is Life & Health insurance licensed in several states. Stephen holds the designation of CLTC Certified Long Term Care Consultant.
For Stephen’s complete licensing information click here.