Brian Owens is a Vice president who joined Lenox Advisors in 2010. He is responsible for working with both high net worth individual and corporate clients of the firm. With his individual clients, Brian specializes in comprehensive estate, insurance and wealth management strategies. For his corporate clients, he helps structure employee benefits strategies and executive carve-out programs -including Disability, and Long Term Care. Brian is a graduate of the Wharton School of Business at the University of Pennsylvania. Brian is an accomplished golfer and competes in many local and national tournaments throughout the year.
- Insurance Strategies
- Investment Strategies
- Group Benefits
- Estate Planning
Check the background of this investment professional on FINRA’s BrokerCheckSee Brian’s Licenses and Disclosures