Susan E. Owens

About Susan E. Owens

Experienced leader with a demonstrated history of success in the financial services industry across all client segments. Deep industry knowledge around Personal Financial Planning, Wealth Management, FinTech and Digital Experience. Goal-oriented professional and strategic thinker with proven ability to effectively lead multiple projects in an Agile environment, aligning business vision with technology initiatives. Passion for incorporating behavioral finance principles into cutting-edge technology to help people connect, engage, and reach their goals.Lenox Advisors is a wealth management and insurance advisory firm offering solutions to individuals,families and corporate clients. We build close, personal relationships with a select group of clients whoshare our vision and values. Like our team, you become family. And because you are family, we go aboveand beyond for you, driven by a collective passion to help you make decisions that foster financialfreedom.As SVP, Financial Planning, I play an important role in the firm’s success—and the success of our clients. AtLenox, each team works in unison, so that we can help you achieve what matters most — a strong financialfuture for you and your family.

Experience

1. SVP, Financial Planning

   Lenox Advisors

   Nov 2025 — Present · New York, NY, US

Education

• Cleveland State University College of Law

  Doctor of Law (J.D.)

• University of Michigan

  Bachelor of Arts (B.A.), Psychology & Communications

Skills

• Investment Strategies
• Wealth Management Services
• Investment Management
• Retirement
• Strategic Financial Planning
• Personal Financial Planning
• Asset Allocation
• Wealth
• Asset Management
• Retirement Planning
• Series 7
• Series 63
• Finance
• Series 24
• Leadership
• Wealth Management
• Strategic Thinking
• Financial Advisory
• Uniform Combined State Law
• Series 65
• Equities
• Consultative Approach
• Investment Advisory
• High Net Worth Individuals
• Estate Planning