Lenox Advisors’ Post

🎉 Exciting News! 🎉 Lenox is thrilled to announce that 21 of our esteemed advisors have been named to Forbes' annual lists of Top Financial Security Professionals! This marks our strongest performance since the ranking's inception in 2021. 🙌 This recognition from Forbes honors top-performing wealth managers both nationally and by state, who excel in addressing all facets of client finances, including estate, tax, and retirement planning. Advisors are rigorously assessed based on both quantitative and qualitative metrics, encompassing personal interviews, industry experience, compliance records, and revenue generated. A huge congratulations to our team for this remarkable achievement! 🌟 https://lnkd.in/e9_jCrs5 #LenoxDifference #Forbes William Basel CFP® ChFC®, Malcolm-Scott Bosse, CFP®, JD, MBA, Brian Bulger, Don Draudt - CFP®, CLU®, CAP®, Paul D. Ferrante, Darren Gerstenblatt, CFP, CLTC, CFBS, Brian C. Johnston, CFS, Brian Kaplan, Zachary Kriftcher, Abbe F. Large, CLU, CLTC, Brian Large, Gregory Large, Michael McLaughlin, Todd Parker,ChFC,CLTC,CLU, Jonathan Perry CLU®, ChFC®, CLTC, Robert Segall, JD,CFS,CLTC, Matthew Sendach, CLU®, ChFC®, Gabe Schulman, Peter Slesinski, Vincent Trimarco, CLU®, ChFC® Frank Anzalone

We're #hiring a new Financial Advisor in Baltimore, Maryland. Apply today or share this post with your network.

Lenox is thrilled to present the Women Working in Wealth℠ Mentoring MeetUp, at the American College of Financial Services’ 2024 Conference of African American Financial Professionals (CAAFP) in #Atlanta! Join us for rapid-fire mentoring sessions, expand your network, and get inspired to elevate your career! 🌐 ⚡Let’s harness the power of mentorship to shape the future of the financial services industry. 📊 🔗 Register today: https://cvent.me/kD77LZ #LenoxDifference #FinancialServices #WomenInFinance #WomenInLeadership Marvine Laurent, CPA, MBA, Jessica Castellano, Frank Anzalone, Mike Girasole & Daniel S. Oh

🏌️♂️ Exciting news! The 2024 Lenox Advisors/NFP New York State Open has officially teed off today! 🎉 Top amateurs and professionals from New York State are competing in a thrilling three-day tournament at the world-renowned Black Course at Bethpage State Park. ⛳️ Make sure to check out the leaderboard to see how the pros are performing! Let's cheer them on! 🏆 #LenoxDifference #NFP #MetPGA #WePlay #Golf https://lnkd.in/gkwfwB73

With the first half of the year coming to an end, let’s take pause to reflect on what’s been shaping the markets. Check out the latest weekly market snapshot and reach out with any questions.

Happy #NationalInternDay! 🎉 We’re thrilled to celebrate our talented interns. Over the past few weeks, they've participated in meetings, collaborated with colleagues from various departments, and gained valuable insights into what it's like to work at Lenox. We are so proud of their accomplishments and can't wait to see what successes await them in the future! 🌟 🌐 #LenoxDifference #Internship

At Lenox Advisors, we have the ultra-competitive solutions your clients need. Connect with us now: https://lnkd.in/eJArU8ja.

Cultivating new talent for the financial sector starts with getting young people engaged with finances in their own lives. When they understand the importance of financial planning through personal experience, they’re more likely to consider a career as a financial adviser. According to advisor Matthew Sendach, CLU®, ChFC®, when Lenox brings in new advisers, seasoned colleagues play a crucial role in mentoring and helping their young counterparts find clients. 💡 Interested in a career as a financial adviser? Start by understanding your own financial future. #Lenox Difference #FinancialLiteracy #Hiring Frank Anzalone

Election years can be tricky, but my goal to keep you informed stays the same. Check out the latest market perspective of election years by Chief Investment Officer of Wealth Management, Daken Vanderburg, and reach out with any questions.

🚲 Star Track Cycling has secured a donation from the MassMutual Foundation as part of thier annual Community Service Award program. The MassMutual Foundation made the donation in honor of the volunteer efforts of Gregory Olsen, CFP, AIF, partner at Lenox Advisors. “We are stronger when we come together as a community,” said Dennis Duquette, president of the MassMutual Foundation. “We are proud to recognize Greg for embodying the ‘Live Mutual' spirit with his dedication to improving his community and are delighted to support this great work.” Thank you Greg, for all the great work you do! 🌐 #LenoxDifference #Community #Volunteer #GiveBack #Cycling #NYC #Bike To learn more about Star Track Cycling, visit https://lnkd.in/enzKfeDF