Timothy Eckman, Cfp®,Cima®

Timothy Eckman, Cfp®,Cima® Email and Phone Number

Senior Vice President @ Lenox Advisors
new york, new york, united states
Timothy Eckman, Cfp®,Cima®'s Location
New York, United States, United States
Timothy Eckman, Cfp®,Cima®'s Contact Details

Timothy Eckman, Cfp®,Cima® work email

Timothy Eckman, Cfp®,Cima® personal email

n/a
About Timothy Eckman, Cfp®,Cima®

Lenox Advisors is a wealth management and insurance advisory firm offering solutions to individuals, families, and corporate clients. We build close, personal relationships with a select group of clients who share our vision and values. Like our team, you become family. And because you are family, we go above and beyond for you – driven by a collective passion for helping you make decisions that foster financial freedom.Backed by a team of specialists, I focus on servicing corporate clients, attorneys, hedge fund managers, and business owners. With my individual clients, I specialize in wealth management, comprehensive estate planning, and cash flow & retirement strategies. With corporate clients, I help attract, reward, and retain key employees through structuring in-depth employee benefits strategies and executive carve-out programs.For complete licensing information visit: https://lenoxadvisors.com/About/Licensing

Timothy Eckman, Cfp®,Cima®'s Current Company Details
Lenox Advisors

Lenox Advisors

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Senior Vice President
new york, new york, united states
Employees:
251
Timothy Eckman, Cfp®,Cima® Work Experience Details
  • Lenox Advisors
    Senior Vice President
    Lenox Advisors Jul 2024 - Present
    New York City Metropolitan Area
  • Merrill Lynch Wealth Management
    Senior Financial Advisor, Vice President
    Merrill Lynch Wealth Management Jun 2017 - Jul 2024
  • Ubs Financial Services, Inc
    Financial Advisor
    Ubs Financial Services, Inc Apr 2016 - Jun 2017
  • Ubs Financial Services, Inc
    Senior Wealth Strategy Associate
    Ubs Financial Services, Inc Apr 2012 - Apr 2016
  • Ubs Financial Services, Inc
    Registered Client Service Associate
    Ubs Financial Services, Inc Jun 2006 - Mar 2012

Timothy Eckman, Cfp®,Cima® Education Details

  • Fordham University
    Fordham University
    Bachelor'S Degree

Frequently Asked Questions about Timothy Eckman, Cfp®,Cima®

What company does Timothy Eckman, Cfp®,Cima® work for?

Timothy Eckman, Cfp®,Cima® works for Lenox Advisors

What is Timothy Eckman, Cfp®,Cima®'s role at the current company?

Timothy Eckman, Cfp®,Cima®'s current role is Senior Vice President.

What is Timothy Eckman, Cfp®,Cima®'s email address?

Timothy Eckman, Cfp®,Cima®'s email address is timothy.eckman@ml.com

What schools did Timothy Eckman, Cfp®,Cima® attend?

Timothy Eckman, Cfp®,Cima® attended Fordham University.

Who are Timothy Eckman, Cfp®,Cima®'s colleagues?

Timothy Eckman, Cfp®,Cima®'s colleagues are Charlie Ortiz, Brian Barron, Russell Rolnick Cfp, Clu, Chfc, Huck Green, Michael J Shean, Clu, Daniel Sherman, Niccolas Hernandez.

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