Robert Segall, JD,CFS,CLTC
Login to view DISC.Robert Segall is a Partner at Lenox Advisors, where he specializes in comprehensive wealth management for Wall Street executives and business owners. With a JD from Brooklyn Law School, he leverages his legal background for sophisticated estate and insurance planning. He was recognized by Forbes as a 2023 Best-In-State Financial Security Professional.
Robert lives in Roslyn, NY, with his wife and two children. His work as a Special Care Planner, assisting families with dependents who have special needs, suggests a deep commitment to supporting families facing unique challenges.
Unique Fact: He holds the Special Care Planner designation, focusing on the specific financial needs of families with dependents with disabilities.
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DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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