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Anthony Folz

Client Service Manager

afolz@lenoxwealth.com

 

Kolbe Score

8733


Top 5 StrengthsFinders

  • Content

  • Relator

  • Developer

  • Arranger

  • Intellection

 

Money Mind

Protection

What three words best describe you?

  • Caring

  • Postive

  • Genuine

 

What I like best about my role at Lenox

My ability to truly have a positive impact on our clients. As a CSM, I’m able to talk daily with clients and help them achieve their financial well-being. I get to work with people every day that trust my opinion and see me as a valued member of the team.


Best advice I was ever given

Perception is reality.


What does “Fund a Life You Love” mean to you?

Everyone is passionate about something. Funding a Life You Love is simply a journey that Lenox takes you on to ensure that finances don’t interfere with you living the life you desire to have.

 

We’re seeing a shift to clients wanting– expecting– straight talk about the financial world going forward and what it will mean to them. Not the same old formulas but a realistic look at the ‘what-ifs’, watch-outs, opportunities… and what they should be doing now to prepare. We’re committed to helping them make the best choices.

 

Biography

 

Anthony joined Lenox in the fall of 2018 after previously working for 4 years at PNC Bank in retail and wealth management. As a CSM at Lenox, Anthony is there for the day-to-day needs of the client and loves to be that go-to person for everyone.

He received his Bachelor of Arts and Sciences in Sports Business with minors in Business Administration and Marketing at Northern Kentucky University.

An avid sports fan, Anthony, in his free time, can be found watching anything and everything sports related. Anthony lives in Dayton, KY with his wife, Amy and puppy, Aurora. On the weekends they enjoy exploring new areas and hiking.