David Suzzan Email & Phone Number

At Lenox Advisors, we make it easy for our clients to achieve their financial goals. By listening carefully to their needs and priorities, we help clients create a clear roadmap for the future. Serving as a single point of contact for our client’s financial lives, we help break down complexity and enable clear decision-making.We offer a concierge approach to financial guidance and advice—distinguished by a personal touch and exceptional service. As an advisor, I make it simple for our clients to access best-in-class advice tailored to their specific needs. Whether you’re focused on family, career, retirement, community involvement or some combination of these goals, I can help you create a clear plan of action.In addition to general financial planning services, we provide employers with robust executive and employee benefits programs. Our benefits programs can help businesses attract and groom executive talent, while building loyalty among their core group of employees.

Listed skills include Employee Benefits, Benefits, and Insurance.

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  University Of Connecticut

  Economics