David Suzzanemail
Professional Story
David Suzzan is a Senior Vice President who joined Lenox Advisors in 2016. He is responsible for working with both individual and corporate clients of the firm, developing comprehensive insurance, estate, wealth management and employee benefits strategies. David spent 26 years at Northwestern Mutual, working with high net worth individuals, corporate clients and business owners. He graduated from The University of Connecticut with a B.A. in Economics and holds a FINRA Series 6 and 63 Registration.
Languages:
- English
Specialties:
- Insurance Strategies
- Investment Strategies
- Risk Management Strategies
- Estate Planning
- Retirement Strategies
- Business Succession Planning
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