#USA #New York #Wealth Management #Lenox Advisors #Susan Owens

Lenox Advisors Welcomes Susan Owens as Senior Vice President for Financial Planning Strategies

On February 12, 2026, Lenox Advisors, Inc., a prominent wealth and insurance advisory firm affiliated with NFP and Aon, announced the addition of Susan E. Owens, J.D., CFP®, as Senior Vice President of Financial Planning. With over three decades of experience in financial services and advisor training, Owens aims to enhance the advising framework at Lenox Advisors, further solidifying the firm's commitment to integrated wealth management solutions.

In her new role, Owens is expected to concentrate on upgrading the firm’s financial planning infrastructure and improving resources for advisors. Greg Large, President of Lenox Advisors, commented, "Susan's appointment underscores our commitment to providing exceptional support to our financial planning services for advisors, enabling them to better meet their clients' needs. Her extensive background in building scalable planning programs and developing training initiatives aligns perfectly with our philosophy of 'Clients for Life.' We are thrilled to have her on board as we continue our growth in wealth and risk management capabilities."

Owens's career journey has been notable, with her most recent position at Osaic where she led significant financial planning initiatives for a network of 10,000 independent financial advisors. Her expertise lies in developing comprehensive financial planning frameworks aimed at boosting client engagement, driving measurable outcomes, and optimizing practice efficiencies. Throughout her career, she has also championed the development of award-winning advisor training programs.

Expressing her enthusiasm for the new role, Owens stated, "Joining Lenox Advisors at this pivotal moment is thrilling. I was drawn to their dedication to comprehensive wealth management and their commitment to fostering lasting client relationships. My goal has always been to empower advisors with the necessary resources, training, and technology to effectively serve their clients, whether they're just starting their financial journey or managing complex wealth portfolios across generations."

Before her tenure at Osaic, Owens held senior financial planning roles at First Command Financial Services where she established systems to cater to a diverse clientele, including young military professionals and high-net-worth individuals with intricate financial planning needs. Her foundational expertise in high-net-worth financial planning was further honed during her time at USAA and UBS.

Owens holds a Bachelor of Arts in Psychology and Communications from the University of Michigan, and earned her Doctor of Law (J.D.) from Cleveland State University College of Law.

About Lenox Advisors

Lenox Advisors is dedicated to crafting personalized solutions that integrate the diverse financial needs of affluent individuals, their families, and corporate clients. The firm emphasizes understanding client goals and values to inform dynamic strategies that aim to protect and preserve wealth. To discover more about their services, visit Lenox Advisors.

About NFP

NFP, under Aon's umbrella, specializes in addressing significant risk and capital challenges faced by companies and individuals. With a strong presence across the U.S., Canada, the UK, and Ireland, NFP leverages the Aon advantage to provide specialized expertise and tailor-made solutions encompassing property insurance, employee benefits, life insurance, wealth management, and retirement planning. More information is available at NFP.