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MassMutual financial professional.

Maximilian Mediavillaemail

Lenox Advisors - 18 Floor

90 Park Ave. 18 Floor
New York, NY 10016

  • Professional Story

    Maximilian Mediavilla is an Associate who joined Lenox Advisors in 2023 in our New York City office. He specializes in working with high-net-worth clients, focusing on their estate planning strategies and wealth retention. Max focuses on creating a streamlined succession plan for them and their families.

    Before joining Lenox, Max was the Director of Client Relations at 5th Avenue Solutions, leading a team specializing in advanced planning while focusing on premium finance and private placement life insurance. As a graduate of Quinnipiac University in 2020 and a master's in finance in 2021, Max developed an interest in how to plan, accumulate and maintain wealth for clients.

    In his free time he enjoys going to the gym, attending Mets games, and is an avid reader.

     

    Education

    Quinnipiac (2016-2021)

  • Languages:
    • English

  • Specialties:
    • Insurance Strategies
    • Retirement Strategies
    • Retirement Income Planning
    • Business Owners
    • Risk Management Strategies
    • Estate Planning
    • Business Succession Planning
    • Group Benefits
    • Financial Education
    • Financial Planning ®


  • Online Services

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