Fortis Lux Financial
William Horan IV, AIF®, CLU®, CEPA®, is a seasoned financial professional currently working at Fortis Lux Financial since July 2018. With extensive experience in the financial services sector, Horan previously served as a Senior Financial Specialist at Hochheiser, Deutsch & Company Inc, and as Associate Director at MassMutual. Earlier roles included significant positions at John Hancock Financial Services, where Horan excelled as Associate Managing Partner, Branch Manager, and Long-Term Care Insurance Specialist. Horan holds a BS in Business/Managerial Economics from the State University of New York Cortland and has furthered professional expertise with certifications from the Exit Planning Institute and The American College of Financial Services.
Fortis Lux Financial
Creative thinking is both an art and a science. When these two intersect we evolve old ideas into new ways of thinking and turn imagination into action. It’s through this collaborative, open architecture we aim to create a holistic financial process with a dedicated team assigned to meet your needs through the personal touch of a family-office atmosphere. In doing so, we pride ourselves on offering a personalized experience for each and every client we’re so honored to serve, with the intent to help solve problems, open doorways to opportunities, and offer ideas on how to use your resources to achieve your financial goals. We are licensed and registered to offer products and services in NJ, NY, CT. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact our offices for further information. Securities and investment advisory offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org 420 Lexington Avenue, 25th Fl Suite 2510, New York, NY 10170. (212) 578-0300.