Ben Kleinschmidt in

Ben Kleinschmidt

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Senior Vice President at Lenox Advisors
📍 New York, New York, United States

Ben is a Senior Vice President at Lenox Advisors specializing in comprehensive estate, insurance, and investment management strategies. A Wake Forest University alumnus holding ChFC® and CLU® designations, he focuses on building long-term relationships and financial freedom for his individual and corporate clients.

He was ranked #51 on Forbes’ 2025 list of Top Financial Security Professionals in New York City.

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Experience
8 Years
Current Role
Senior Vice President
Job Level
Leadership
Location
New York, New York, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Ben cares about

Wealth Management
His career is dedicated to creating estate, insurance, and investment strategies that help clients achieve their long-term financial goals.
Corporate Benefits
He works with corporate clients to design and implement in-depth employee benefits strategies and specialized executive carve-out programs.
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Career

Work history

2-2025
Senior Vice President
Lenox Advisors
8-2019 - 2-2025
Vice President
Lenox Advisors
6-2018 - 7-2019
Financial Representative
Northwestern Mutual
2017 - 2017
Residential Leasing
The Durst Organization
In the press

Media appearances

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Education
Bachelor’s Degree
Wake Forest University
High School
Westminster School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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