
Brian A. Bulgeremail
Professional Story
Brian Bulger is an Associate who joined the Lenox Advisors team in 2017. He is responsible for working with both corporate and high net worth individual clients of the firm. Brian specializes in providing his individual clients with integrated solutions regarding estate planning and insurance. He also works with corporate clients in structuring in-depth employee benefits strategies and executive carve-out programs. Brian joined Lenox after starting his career working as a financial service provider with Marsh & McLennan Agency. He graduated from SUNY Cortland with a B.S. in Business Economics. During his time at Cortland, Brian was a NCAA Collegiate wrestler and part of the program which at one time was nationally ranked 10th.
Languages:
- English
Specialties:
- Insurance Strategies
- Business Owners
- Retirement Income Planning
- Retirement Strategies
- Risk Management Strategies
- Estate Planning
Online Services
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