Meet Our Relationship Managers
Lenox clients represent a broad brushstroke of society –– second and third generation families to young couples just starting out, couples with growing families to those nearing or in retirement, young entrepreneurs to established business professionals, leaders of start-ups to longstanding founders exploring succession planning, as well as divorcees, family legacies, and others.
Clients this diverse have financial services needs that are far ranging. Lenox responds via a team of multi-disciplined professionals who view each client as important and valued, whatever their stage in life. When we say that “we start with you, not your portfolio” to FUND A LIFE YOU LOVE®, we mean it.
The close-knit attention Lenox delivers comes quite naturally from not only our wealth advisors but also our Lenox relationship managers who are the 24/7 liaison clients can trust to understand and address their specific needs on a day-to-day basis. Knowledgeable about each client’s financial situation, concerns, family and business matters, our relationship managers proactively provide clients the comfort of knowing they are in professional hands at all times.
Meet Michelle McCarthy
Let us introduce you to Michelle McCarthy, Lenox Relationship Manager who engages with dozens of Lenox clients on a regular basis. Her work runs the gamut of reviewing Trust Documents, to Schwab Forms, to updating operational procedures to helping clients with their personal and charitable gifting. Michelle received her Certified Senior Advisor® designation in May. The CSA requires individuals to pass a rigorous exam and to uphold the highest ethical standards for the benefit and protection of the health and welfare of seniors. Her familiarity with what matters most to each and every client makes her a trusted and valued member of our Lenox team.
In her own words...
What three words best describe you?
What I like best about my role at Lenox
Being able to work and meet directly with the clients.
Special Area of Interest
Certified Senior Advisor®
Best advice I ever was given
Don’t stress over the things you can’t control.
What does “Fund a Life You Love” mean to you?
Helping our clients achieve their financial goals to not only fund the life they love but to have the freedom to enjoy it.
Top 5 StrengthsFinders
To speak directly with Michelle, phone her at 513.618-7107, or email email@example.com
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.