Meet Our Wealth Advisors
Jay Lame, CFP®
At Lenox, we make it our focus to engage and serve a highly robust and diverse clientele –– men and women of all ages, young couples just starting out to those with growing families, young entrepreneurs to established business professionals, leaders of start-ups to longstanding founders exploring succession planning, divorcees, retirees, family legacies, and others. When we say that “we start with you, not your portfolio” to FUND A LIFE YOU LOVE®, we mean it. Every client is important and valued.
With clients representing this broad brushstroke of society, our services and interests must do the same. We are confident that we have on staff the wealth advisors and fiduciary financial planners with the expertise and heartfelt interest to help you with your financial services needs wherever you are in life –– wealth creation, wealth management, wealth impact.
Meet Jay Lame, CFP®
Let us introduce you to Jay Lame, next-generation advisor who has a strong talent for connecting with any person, anytime, anywhere. Jay’s love of all people and his Certified Financial Planner (CFP) designation have allowed him to understand his clients’ needs and aspirations and draw the roadmap that will allow them to meet each of their goals.
In his own words...
What three words best describe you?
What I like best about my role at Lenox
I love to take an item that can cause such stress for families – finances – and leverage it as a tool that people can use to enhance their lives.
Best advice I ever was given
Our attitude towards others determines their attitude towards us.
What does “Fund a Life You Love” mean to you?
Fund a Life You Love means people are doing the things they love. Our clients are people who live their lives to the fullest – great careers, great families, great hearts. Our role is to make sure they can do those things. This can be the young couple looking to purchase their first house, or grandparents wanting to help their families with their education, and every stage in between. We work together to set the goal, and then we draw up the steps we need to take to make that goal happen. The best part in funding a life you love is that it evolves with each goal you hit, and once we get it right, it multiples many times over.
A principal at Lenox, Jay’s focus is serving as a Wealth Advisor to clients from all ranges of life. Jay has a natural ability to hear what’s most important to clients and use his judgment and knowledge to ensure we meet their goals. Jay loves to track each client’s priorities and ensure we take the steps to get these priorities in optimal shape.
Jay joined Lenox in 2014, first as Client Services Manager. During this time, one of his priorities was ensuring Lenox had the advanced systems in place to execute against the vision Lenox advisors designed for their clients. Jay transitioned to a Relationship Manager in 2015. He received his Certification in Financial Planning in 2016.
Prior to Lenox, Jay was a Commercial Associate at Fifth Third Bank, where he worked with Middle Market Businesses and Commercial Real Estate groups to ensure optimal financing was in place as these companies made significant investments in their businesses.
Jay is a Cincinnati native and a St. Xavier High School graduate. He graduated from the Carl H. Lindner Honors-PLUS program at the University of Cincinnati with a Bachelor of Business Administration in Finance, Entrepreneurship and International Business in 2013. Jay has served his fraternity, Sigma Alpha Epsilon, in various leadership roles both as an undergraduate and a graduate.
Jay and his wife Ali live in Hyde Park with their 8-month-old golden retriever Louie.
Want to discuss your financial services needs with Jay? Contact him at 513.618.7080, or email firstname.lastname@example.org .
At Lenox, we work with families to help guide them in every aspect of their financial life –– from generational planning and finances, to setting financial priorities, to eliminating debt, establishing budgets, career planning and coaching, funding education, retirement planning, and working through financial hurdles –– the entire realm of wealth creation, wealth building, and wealth management. In every instance, we start with you, not your portfolio to help you FUND A LIFE YOU LOVE™.
If you’re ready to discuss financial, business, career and life planning that will allow you to Fund a Life You Love®, we’d love to tell you more. Let’s talk. It’s your tomorrow. Call us for a complimentary 1-hour review. Call 513.618.7080 or visit www.lenoxwealth.com to Fund a Life You Love.
Past Performance is not indicative of future results.
This blog is limited to the dissemination of general information pertaining to its investment advisory/management services. This is not intended to be personalized investment advice. Please contact a Lenox adviser if you would like additional information.