Britt Szostak, Cfp®
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Britt Szostak, Cfp® Email & Phone Number

Partner at Lenox Advisors at Lenox Advisors
Location: New York, United States 3 work roles 3 schools
2 work emails found @lenoxadvisors.com 5 phones found area 212 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 2 work emails · 5 phones

Work email b****@lenoxadvisors.com
Direct phone (212) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Lenox Advisors
Role
Partner at Lenox Advisors
Location
New York, United States
Company size
251 employees

Who is Britt Szostak, Cfp®? Overview

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Quick answer

Britt Szostak, Cfp® is listed as Partner at Lenox Advisors at Lenox Advisors, a with 251 employees, based in New York, United States. AeroLeads shows a work email signal at lenoxadvisors.com, phone signal with area code 212, and a matched LinkedIn profile for Britt Szostak, Cfp®.

Britt Szostak, Cfp® previously worked as Partner at Lenox Advisors and Managing Director at Lenox Advisors. Britt Szostak, Cfp® holds Ba from George Mason University.

Company email context

Email format at Lenox Advisors

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*@lenoxadvisors.com
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AeroLeads found 2 current-domain work email signals for Britt Szostak, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Britt Szostak, Cfp®

Lenox Advisors is a wealth advisory firm focusing on Wall Street executives, Hedge Fund managers and Business owners. Most of our clients retain us to be their "Personal CFO." We coordinate all aspects of their financial lives, including retirement planning, asset management strategies, risk management, estate planning, insurance, college education planning, etc. For our corporate clients, we advise them on all different types of benefit programs and qualified plans for their employees, including customized carve-out programs for senior executives.For more important information about the services provided by Britt Szostak and Lenox Advisors, please visit www.lenoxadvisors.com. Please note: Britt Szostak provides financial planning services through Lenox Advisors and offers securities products and asset management services through MML Investors Services. Lenox Advisors and MML Investors Services are not affiliated.Specialties: Estate, Insurance, Retirement & College Planning

Current workplace

Britt Szostak, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Lenox Advisors
Lenox Advisors
Partner at Lenox Advisors
new york, new york, united states
Website
lenoxadvisors.com
Employees
251
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Company profile
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3 roles

Britt Szostak, Cfp® work experience

A career timeline built from the work history available for this profile.

Partner

Current
Lenox Advisors

Greater New York City Area

Mar 2018 - Present

Managing Director

Lenox Advisors

Britt joined Lenox after ten years with the Cowan Financial Group where he specialized in asset management strategies, insurance and estate planning. He is a CFP® Certificant and has a Certified Long-Term Care designation. He studied in Paris, France and graduated from George Mason University in Virginia.

Jun 2005 - Mar 2018

Financial Advisor

Cowan Financial Group

Founded in 1985, Cowan Financial Group provides include insurance planning, investments, estate analysis, pensions, retirement and tax reduction strategies.

Oct 1995 - Jun 2005
Team & coworkers

Colleagues at Lenox Advisors

Other employees you can reach at lenoxadvisors.com. View company contacts for 251 employees →

MR Michelle Riano Michelle Riano Colleague at Lenox AdvisorsNew York City Metropolitan Area, United States View → IV Ian Vega Ian Vega Colleague at Lenox AdvisorsWashington Dc-Baltimore Area, United States View → JP Jarad Plummer Jarad Plummer Colleague at Lenox AdvisorsGreater Chicago Area, United States View → AB Ariana Bastidas Ariana Bastidas Colleague at Lenox AdvisorsFreehold, New Jersey, United States View → RP Rob Pykosz Rob Pykosz Colleague at Lenox AdvisorsChicago, Illinois, United States View → BP Bree Prattico Bree Prattico Colleague at Lenox AdvisorsUnited States View → MJ Michael J Shean, Clu Michael J Shean, Clu Colleague at Lenox AdvisorsGreater Chicago Area, United States View → DC Dawn Clifford Dawn Clifford Colleague at Lenox AdvisorsLong Beach, New York, United States View → BO Brian Owens Brian Owens Colleague at Lenox AdvisorsNew York, United States View → JS Jake Seeherman Jake Seeherman Colleague at Lenox AdvisorsNew York, United States View →
3 education records

Britt Szostak, Cfp® education

Education record

W.T. Woodson High School
FAQ

Frequently asked questions about Britt Szostak, Cfp®

Quick answers generated from the profile data available on this page.

What company does Britt Szostak, Cfp® work for?

Britt Szostak, Cfp® works for Lenox Advisors.

What is Britt Szostak, Cfp®'s role at Lenox Advisors?

Britt Szostak, Cfp® is listed as Partner at Lenox Advisors at Lenox Advisors.

What is Britt Szostak, Cfp®'s email address?

AeroLeads has found 2 work email signals at @lenoxadvisors.com for Britt Szostak, Cfp® at Lenox Advisors.

What is Britt Szostak, Cfp®'s phone number?

AeroLeads has found 5 phone signal(s) with area code 212 for Britt Szostak, Cfp® at Lenox Advisors.

Where is Britt Szostak, Cfp® based?

Britt Szostak, Cfp® is based in New York, United States while working with Lenox Advisors.

What companies has Britt Szostak, Cfp® worked for?

Britt Szostak, Cfp® has worked for Lenox Advisors and Cowan Financial Group.

Who are Britt Szostak, Cfp®'s colleagues at Lenox Advisors?

Britt Szostak, Cfp®'s colleagues at Lenox Advisors include Michelle Riano, Ian Vega, Jarad Plummer, Ariana Bastidas, and Rob Pykosz.

How can I contact Britt Szostak, Cfp®?

You can use AeroLeads to view verified contact signals for Britt Szostak, Cfp® at Lenox Advisors, including work email, phone, and LinkedIn data when available.

What schools did Britt Szostak, Cfp® attend?

Britt Szostak, Cfp® holds Ba from George Mason University.

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