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MassMutual financial professional.

Benjamin "Ben" Kleinschmidtemail

  • Professional Story

    Ben Kleinschmidt joined the Lenox Advisors team in 2019 as an Associate in the New York office. He is responsible for working with both corporate and high net worth individual clients of the firm. Ben is committed to building long-term relationships with his clients and helping them reach their goals is his number one priority. Using his knowledge, experience, and world-class tools, Ben helps build financial freedom for his clients. Prior to joining Lenox, Ben began his career in the industry as a Financial Representative at Northwestern Mutual, conducting financial planning analyses for Insurance and Retirement products. His client market consists of the big four accounting, banking, consulting firms, healthcare providers as well as IPOs. Ben graduated from Wake Forest University where he received a Bachelor of Science degree and was a member of the Kappa Alpha Order. He holds a Series 6.

    Education

    Wake Forest (2014-2018)
    Westminster School CT (2010-2014)

    Hobbies

    Golf

  • Languages:
    • English
    • Spanish

  • Specialties:
    • Insurance Strategies
    • Student Loan Refinancing
    • Investment Strategies
    • College Funding Strategies
    • Risk Management Strategies
    • Estate Planning
    • Retirement Strategies

  • Online Services

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