How Life Insurance Trusts (ILITs) Protect Wealth

Jonathan is a Partner for Lenox Advisors. Jonathan joined Lenox Advisors in 2005 after spending 10 years with Cowan Financial Group, where he specialized in providing clients with a broad range of wealth planning services, including estate, insurance and asset management planning. Jonathan holds a B.A. from the University of Arizona, CFP® designate, FINRA Series 7 registration and is a member of the College for Financial Planning.Phone: 212-053-6167 | Email: jdavis@lenoxadvisors.com | Website: www.lenoxadvisors.comLinkedIn

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