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Sean Lennox Cfp® ChFC® Mba Clf®
Director at Homrich Berg
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Work Experience
Jun 2022 - Present · 2 years and 6 months
Director
Feb 2023 - Present · 1 years and 10 months
Senior Associate
Jun 2022 - Feb 2023 · 8 months
Associate
Jan 2019 - Jun 2022 · 3 years and 5 months
Company Details
201-500 Employees
Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients. Homrich Berg manages over $17 billion for over 3600 client relationships nationwide.
Website
Year Founded
1989
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Administrative & Specialty Services, Employment Services, Human Resource Services, Marketing & Sales, Investment Services
HQ Location
3550 Lenox Rd NE
Atlanta, Georgia 30326, US
Keywords
InvestingFinancial AdvisingWealth ManagementInvestment ManagementFinancial PlanningEstate PlanningTax PlanningRisk ManagementFamily Office ServicesConsolidated Reporting20 years in business
Contact Details
- Email AddressS**@homrichberg.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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