Lenox Advisors, Inc., an NFP company, is pleased to announce that two senior members, Britt Szostak and Edgar “Whit” Whitmore, have been promoted to Partner. “Through their dedication and expertise, Britt and Whit have been instrumental in our firm’s growth,” said Michael Book, Managing Partner of Lenox Advisors. “We are pleased to recognize their outstanding service and are proud to call them partners in our firm.”
Britt Szostak joined Lenox Advisors in 2005 and brings over 20 years of experience to the company and his clients. Throughout his successful career, Britt has consistently demonstrated an unmatched devotion to his clients, taking the time to know them personally and fully understand their wealth planning needs. Britt holds a CFP® designation and a Certified Long-Term Care designation and is a member of the College for Financial Planning.
Whit Whitmore, who joined Lenox Advisors in 2008, continually displays an unwavering commitment to achieving the financial and wealth planning goals of his clients. Whit has earned his professional designations as Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). He also holds his FINRA Series 6 and 7 as well as his 63 and 66 Registrations.
Both Britt and Whit have advised individuals and families across the U.S., including corporate executives, business owners, entrepreneurs and family members of inherited wealth.