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MassMutual financial professional.

Miguel Valdesemail

Lenox Advisors - 18 Floor

90 Park Ave. 18 Floor
New York, NY 10016

  • Professional Story

    Miguel Valdes is an Associate who joined Lenox in 2022 in our New York City office. He is responsible for working with both corporate and high net worth clients of the firm. Analyzing their financial situation to help them achieve their financial goals. Miguel specializes in investments, insurance, estate planning, and tax mitigation strategies.

    Prior to joining Lenox, Miguel was an intern for Creative Financial Group, in Newtown Square, PA. He attended the University of Delaware, majored in Finance, and received a Bachelor of Science degree. In his free time, Miguel enjoys lifting weights, and is passionate about fitness and nutrition, traveling and watching and playing football, basketball, and baseball. He currently resides in New York City.

    Miguel holds a Series 17-55 Life, Accident and Health Broker License.

    Education

    University of Delaware (2020-2022)

    Hobbies

    Fitness, Football, Basketball, Cooking, Traveling

  • Languages:
    • English

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


  • Online Services

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