Lenox Advisors, an affiliate of NFP, an Aon company, announced the appointment of Susan E. Owens, J.D., CFP®, as Senior Vice President, Financial Planning.
Lenox Advisors is a wealth and insurance advisory firm serving high-net-worth individuals, families, and corporate clients. Owens brings more than 30 years of experience in financial services, advisor training, and technology integration. In her new role, she will focus on enhancing the firm’s financial planning infrastructure and enriching advisor resources as part of its broader commitment to delivering integrated wealth management solutions.
Owens joins Lenox Advisors from Osaic, where she led enterprise-wide financial planning initiatives for 10,000 independent financial advisors across eight different broker-dealers. Over her career, she has specialized in developing comprehensive financial planning frameworks to maximize ongoing client engagement, drive measurable results, and improve practice efficiency. She has also played a key role in developing award-winning advisor training programs.
Prior to her tenure at Osaic, Owens held senior financial planning roles at First Command Financial Services, building infrastructure to serve clients ranging from young active-duty military personnel to high-net-worth individuals with complex planning needs. Earlier in her career, she held positions at USAA and UBS, where she developed deep expertise in high-net-worth financial planning.
Owens earned a Bachelor of Arts in psychology and communications from the University of Michigan and received her Doctor of Law (J.D.) from Cleveland State University College of Law.
KEY QUOTES
“Susan’s appointment reinforces our dedication to providing exceptional support to financial planning services for our advisors to help them serve the needs of their clients. Her proven expertise in building scalable planning programs, developing advisor training initiatives, and leveraging technology to enhance client experiences aligns perfectly with our ‘Clients for Life’ philosophy. We’re excited to have Susan join our team as we continue to expand our comprehensive wealth and risk management capabilities.”
Greg Large, President of Lenox Advisors
“I’m thrilled to join Lenox Advisors at such an exciting time. What attracted me to this role is the firm’s commitment to comprehensive wealth management and their focus on building lasting client relationships. My passion has always been about empowering advisors with the resources, training, and technology they need to serve their clients effectively, whether those clients are just starting their financial journey or managing complex, multi-generational wealth.”
Susan E. Owens, Senior Vice President, Financial Planning, Lenox Advisors
