Todd Parker,ChFC,CLTC,CLU in

Todd Parker,ChFC,CLTC,CLU

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Partner at Lenox Advisors
📍 New York City Metropolitan Area, United States

Todd Parker is a Partner at Lenox Advisors, specializing in wealth management and estate planning for high-net-worth families and executives. A University of Richmond graduate with ChFC®, CLU®, and CLTC designations, he is consistently recognized by Forbes as a Top Financial Security Professional, most recently in 2025.

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Experience
23 Years
Current Role
Partner
Job Level
Leadership
Location
New York City Metropolitan Area, United States
Personality Overview

How Todd shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics Todd cares about

Retirement & Tax Planning
Shares insights on navigating taxes on retirement income, RMDs, and the Net Investment Income Tax to help clients plan smarter withdrawals.
Estate & Wealth Preservation
Focuses on developing integrated solutions for high-net-worth clients, including strategies around estate tax exemptions and risk management.
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Career

Work history

3-2022
Partner
Lenox Advisors
2-2019 - 3-2022
Managing Director
Lenox Advisors
9-2013 - 2-2019
VP/SVP
Lenox Advisors
3-2011
Relationship Manager, Senior Vice President
Lenox Advisors
3-2011 - 9-2013
VP & Director of Disability Income and Long Term Care
Fifth Avenue Financial & Lenox Advisors
In the press

Media appearances

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Education
1998 - 2002
BS
University of Richmond
Education details unavailable
University of Queensland
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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