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MassMutual financial professional.

Jarad "Jarad" Plummeremail

Lenox Advisors - Chicago

One North Franklin Street Suite 3330
Chicago, IL 60606

  • Professional Story

    Jarad Plummer is a Vice President who has been with the Lenox Advisors team since 2017. He is responsible for working with both corporate and high net worth individual clients of the firm. Jarad 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. Prior to Lenox, Jarad spent almost 8 years in the industry with Eagle Strategies (New York Life). Jarad received his Bachelor of Science in Business Consumer Affairs, from the University of Wisconsin. While at Wisconsin, Jarad was a member of the Track & Field Team. In his spare time Jarad ’s hobbies include playing golf, fishing and spending quality time with his wife, Whitney, and their dog Mila. Jarad’s professional designations include his Series 6, Series 7, as well as 63, and 65 securities registrations.

    Education

    The University of Wisconsin- Madison (2005-2009)

  • Languages:
    • English

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Retirement Strategies
    • Retirement Income Planning
    • College Funding Strategies
    • Risk Management Strategies
    • Estate Planning


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