Mark Testa is an Associate who joined Lenox Advisors' New York City office in 2023. He assists clients with financial planning, wealth management, and insurance needs. He enjoys partnering with clients to solve their financial puzzles by creating a concise plan to protect and grow their hard-earned assets.
With more than 20 years of financial industry experience, Mark was most recently a financial advisor for Raymond James Financial Services and, prior, a senior sales trader at Deutsche Bank in New York, New York, covering short-term fixed-income products and mutual fund sales. He is a Chartered Financial Analyst (CFA®) and an investment adviser representative holding Series 7, 66 licenses and a NJ Life license. Mark earned a bachelor of science degree in accounting at Seton Hall University. He resides in Montville, N.J