Joshua Lieberman Joins Lenox Advisors in Chicago
With over a decade in the financial services sector, Josh joins Lenox from Northwestern Mutual (NML), where he served as a Wealth Management Advisor. During his tenure at NML, Josh received numerous company honors as well as annual recognition from the Million Dollar Roundtable, including
At Lenox, Josh will continue his focus on understanding and helping clients discover their personal, professional, and financial objectives. He will work with a team of Lenox professionals to develop and implement financial solutions that are in direct alignment with each client's objectives.
Josh holds the Certified Financial Planner™ (CFP®) designation as well as the Chartered Life Underwriter (CLU) designation to provide clients a broad spectrum of expertise across financial planning, life insurance and estate planning.
"We have built a model that allows advisors to keep clients as their top priority while they grow their practice," said
"Lenox consistently demonstrates their ability to provide timely, considered and unbiased advice to clients facing complex strategic challenges," Lieberman said. "I love the support and service the Lenox team offers, and having access to some of the best technology in the industry is vital to serving my clients."
About
Driven by the notion of what is best for you, Lenox builds custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients. As your advocate, we take the time to deeply understand your goals and values and then develop strategies to help protect and preserve your wealth.
Information can be found by visiting www.lenoxadvisors.com.
Media inquiries:
212.536.6065
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