Client Services Team

The Client Services Team at Lenox Advisors is dedicated to delivering exceptional support and personalized service to high net worth individuals and corporate clients. Comprised of Relationship Managers and Client Services Associates, the team works collaboratively to understand clients' financial goals and needs, ensuring that all solutions—ranging from financial planning to asset management—are seamlessly integrated. Their focus is on fostering strong relationships, providing timely assistance, and advocating for clients to achieve a secure financial future.