Gregory May, Chfc® Email & Phone Number

New York, New York

ChFC®, Series 6, Series 63, Life and Health LicensedLenox 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.

Paramus, Nj

Series 63, Series 6, Life and Health Insurance LicensedEmployment began with sales, and then transitioned to operations Primary responsibilities included:• Case preparation and design• Compliance management• Underwriting for products such as: annuities long term care, disability coverage, life insurance, 529 college savings plans and mutual funds• Working directly with a team lead by one of the company top producers• Analysis and implementation of client contracts requiring extensive attention to detail• Providing all presentational and resource material for the sales team to present to prospective clients