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The Advisor Brochure


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The Advisor Brochure

  1. 1. Lenox Advisors Corporate Headquarters 530 Fifth Avenue 11th Floor New York, NY 10036 Tel: (212) 536-8700 Fax: (212) 536-6014 Two Stamford Plaza 281 Tresser Boulevard 10th Floor Stamford, CT 06901 Tel: (203) 978-2200 300 South Wacker Drive 8th Floor Chicago, IL 60606 Tel: (312) 347-1680 Fax: (312) 803-2113 535 Pacific Avenue 2nd Floor San Francisco, CA 94133 Tel: (415) 486-2180 Fax: (415) 486-2182 info@lenoxadvisors.comFee-based financial planning services offered through Lenox Advisors, Inc. Lenox Advisors, Inc., offers access to securities and imagine…asset management services through MML Investors Services, Inc., 530 5th Avenue, 14th Floor, New York, NY 10036, 212-536-6000, member SIPC. Investment adviser representatives of Lenox Advisors, Inc. offering fee-based financial planning servicesmay also be registered representatives and investment adviser representatives of MML Investors Services, Inc. for purposes ofoffering securities and asset management services, as applicable. Lenox Advisors, Inc. is a wholly owned subsidiary of NationalFinancial Partners Corp. (NFP). Lenox Advisors, Inc and NFP are not affiliates or subsidiaries of MML Investors Services, Inc.Services offered through Lenox Advisors, Inc. as an Independent Registered Investment Advisor are not sponsored or offeredthrough MML Investors Services, Inc. CRN201107 - 136670 © 2010 Lenox Advisors, Inc. All rights reserved.
  2. 2. Lenox Advisors is a single resource for comprehensive, fully integrated wealth management services. By collaborating across many practice areas, our firm’s highly specialized and skilled professionals create customized strategies to help your clients achieve their financial goals. Lenox supports its advisors in the following areas: • Lenox CFO® • Lenox Asset Management • Lenox Insurance Brokerage • Lenox Retirement AdvisorTM • Lenox Corporate Benefits • Lenox RPC® (Retirement Plan Consultancy) With our high net worth clients who are primarily Wall Street executives, hedge fund managers, business owners, attorneys, professional athletes and entertainers, Lenox Advisors has an impressive record of success and can offer you a tremendous platform to help grow your business.imagine contributing Imagine joining a team with one of the best business models in the industry. One that Investment Advisor describes as the “epitome of wealth management done right.” A team that “typifies the successfulto a winning team wealth management firm.”* Lenox Advisors is that team. Lenox Advisors is the firm. * Investment Advisor, July 2006.
  3. 3. Imagine having the chance to increase your productivity exponentially by aligning yourself with a firm that offers: • a comprehensive, integrated platform of financial services • cross-sale opportunities with skilled professionals from multiple disciplines • a brand that opens doors and is supported by all of the resources of its publicly-traded parent company, National Financial Partners (NYSE:NFP) • successful mentors who provide personalized coaching on how to build your business, from strategic goal planning to establishing and monitoring your P&L statement • rock-solid infrastructure and support including licensing and appointments, compliance and human resources professionals • access to cutting-edge technology and state-of-the art facilities • compelling compliance-approved marketing materials and client-ready presentations available for customization • extensive professional development to keep you current with industry and tax law changes, economic reports, and the latest financial service concepts and strategies • access to sales coaching and etiquette training • access to powerful public relations capabilities, with past placements in the Wall Street Journal, Business Week, Investment Advisor, Bloomberg TV, Business Week Weekend TV, MSNBC and Worthimagine increased Magazine, among others Imagine being with a firm with an infrastructure designed to help maximize your productivity.productivity potential Lenox Advisors is the firm.
  4. 4. Lenox Advisors invites seasoned professionals to join its growing team in offices located in New York, Chicago, San Francisco, and Stamford. Here is what being part of Lenox means to just a few of our team members: “Lenox’s systems and turn-key processes relieve me from the back office minutia. I now spend my time productively — meeting with clients.” Stefan Greenberg, CFP ®, Managing Director “As my practice grew, so did my clients. Before merging with Lenox two years ago, it was difficult to simultaneously build my business while servicing the clients who helped me get started. By tapping into Lenox’s deep bench, all of my clients get superior service and my practice continues to grow,” Britt Szostak, CFP ®, Managing Directorimagine a future with “By offering full-service financial planning, I am confident that Lenox has the expertise to address all of my clients’ financial service needs. This prevents poaching and provides an added layer of protection forunlimited growth potential my client relationships.” Abbe Large, Senior Vice President
  5. 5. “Many corporate clients engage Lenox to roll out executive disability income, life, long-term care insurance and financial planning carveout programs to their senior executives. Having access to those enrollments is pivotal. I could spend a year cold calling and not make as many appointments as I make at Lenox in a month.” Dave Kates, J.D., Senior Vice President “My clients view me not as an insurance professional, but as a wealthimagine the path manager. Everything that Lenox does, and every interaction my clients have with the support staff, reinforces this perception.” Jonathan Davis, Managing Directorto success Imagine a future with a firm where boundaries are overcome swiftly, and the most direct path to success is continually paved.
  6. 6. imagineLenox Advisors