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MassMutual financial professional.

Edgar "Whit" Whitmore, IIIemail

  • Professional Story

    Edgar "Whit" Whitmore is a Partner at Lenox Advisors, bringing over 30 years of financial services experience to each relationship.  Whit advises clients in the areas of Executive & Employer Benefits, Wealth MAnagement, and Estate Planning.  Prior to joinging Lenox, Whit was the Founding Partner in TAG Financial and Insurance Services, LLC in Los Angeles.  Whit currently holds the Series 6, 7, 63 & 66 and the California Life Insurance License.  His professional designations include Chartered Life Underwriter (CLU), Chartered Financial Consultant (LhFC) and Certified Family Business Specialist (CFBS).  He received his Bachelor of Science in Economics & Political Science from the University of the Pacific.  Whit is an avid golfer and fly fisterman.  Whit has memberships and Sherwood Country Club in Thousand Oaks, Calabasas Country Club in Calabasas and The Jonathan Club in Los Angeles.  He serves on the Board of Trustees for Westmark School in Encino.  He is married to Amy and they have 3 Sons; Whitter, Holden & Dashel.


    University of the Pacific (1988-1991)


    Fly Fishing

    Affiliations & Memberships

    Sherwood Country Club
    Calabasas Country Club
    The Jonathan Club
    Member of the Financial Industry Regulatory Authority, Inc. (FINRA)

    Community Involvement

    Board of Trustee for Westmark School

  • Languages:
    • English

  • Credentials:
    • CLU®
    • ChFC®
    • CFBS

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • Retirement Income Planning
    • Retirement Strategies
    • College Funding Strategies
    • Charitable Giving
    • Group Benefits
    • Business Succession Planning
    • Risk Management Strategies
    • Estate Planning
    • Financial Education

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