Paul D. Ferranteemail
Professional Story
Paul Ferrante is a Partner and Relationship Manager who joined Lenox Advisors in 2011. He is responsible for working with both individual and corporate clients of the firm, and specializes in providing clients with integrated solutions regarding insurance and wealth management, estate planning, and employee benefits strategies. Paul joined Lenox after spending ten years with Northwestern Mutual Financial Network where he was a Forum member and ranked amongst the Top 20 financial representatives at the firm. For his final four years at Northwestern Mutual, he was also a Master Achievement Award Recipient. He earned his bachelor’s degree from Iona College in Economics and Speech.
Languages:
- English
Specialties:
- Insurance Strategies
- Investment Strategies
- Business Owners
- Retirement Income Planning
- Retirement Strategies
- College Funding Strategies
- Charitable Giving
- Group Benefits
- Business Succession Planning
- LGBTQ
- Military
- Special Care
- Risk Management Strategies
- Estate Planning
- Financial Education
Online Services
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