Greg Large recognized as one of America’s Top Financial Security Professionals in 2021
“Clients benefit from professionals who take a holistic view of their clients, providing financial planning expertise but protection from uncertainty,” said RJ Shook, president of SHOOK Research. “This was an ambitious undertaking designed to uncover industry role models that have the greatest impact on the lives of their clients.” Although more than 15,000 professionals applied for the Forbes/SHOOK ranking, only 250 made it to the list.
Lenox Advisors is delighted that Greg has earned this distinct distinction from Forbes. “It’s a testament to his expert industry leadership and dedication to his clients. Greg provides invaluable guidance to our Consultants, instilling his client-centric approach to Lenox’s client service and care across the country,” said Michael Book, Managing Partner at Lenox Advisors. “Our primary goal is to help clients overcome challenges and improve their financial security.”
Read the full list of Forbes/SHOOK’s top financial security professionals here.
Learn more about Lenox Advisors.
About Lenox Advisors
Driven by the notion of what’s best for you, Lenox creates customized solutions that integrate the financial needs of high net worth individuals, their families and corporate clients. As your advocate, we take the time to deeply understand your goals and values, then develop strategies to help you protect and preserve your wealth. More information can be found at www.lenoxadvisors.com.
SHOOK does not receive any compensation in exchange for placement in its Top Financial Security Professional (FSP) rankings, which are independently determined. FSP refers to professionals duly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses that would enable them to offer investments and securities products through such licenses. Our ranking algorithm is based on qualitative measures: telephone, virtual and in-person interviews to examine best practices, customer retention, industry experience, references, review of compliance records, appointments enterprises ; and quantitative criteria, such as assets under management, sales figures and revenue generation. Investment performance is not a criterion because clients’ objectives and risk tolerances vary, and professionals rarely have audited performance reports. Individuals should carefully choose the right PSF for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any particular customer’s experience. Past performance is not indicative of future results. For more information, please see www.SHOOKresearch.com.
SHOOK is a registered trademark of SHOOK Research, LLC.
Melissa DziemianMarketing Director
Lenox Advisors, Inc.
90 Park Ave. 18 floor, New York, NY 10016
SOURCE Lenox Advisors, Inc.