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.
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.
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
“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.