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Carlos joined Lenox as a Vice President in 2007. With 15 years financial services experience, Carlos is responsible for working with both corporate and high net worth individual clients of the firm. With his individual clients, Carlos specializes in comprehensive estate, insurance and wealth management strategies. Carlos also works with corporate clients in structuring in-depth employee benefits strategies and executive carve-out programs. In addition, Carlos will play an integral role in developing Lenox Advisor’s presence in the Hispanic corporate and individual market places. Carlos holds a FINRA Series 6,7,63 & 65 Registration (Investment Company Products/Variable Contracts Limited Representative) and is New York State (as well as NJ, CT and Florida) Life & Health insurance licensed. Carlos received his Master’s Degree in Finance from Florida International University in 2000 and he is also a candidate for a LUTCF (Life Underwriters Training Council Fellow) designation. | 