An experienced wealth management professional in Los Angeles, Edgar Whitmore has served as a partner with Lenox Advisors, Inc., since 2018. He originally joined the company in 2012 as managing director. Throughout his years of leadership at Lenox Advisors, Edgar Whitmore has provided personalized wealth management services, essentially acting as a personal CFO for a diverse range of clients.
Mr. Whitmore previously served as a managing partner of TAG Financial & Insurance Services, Inc., where he provided estate and financial planning services. His past experience also includes serving as a principal at the Strategic Financial Group. He holds qualifications as Certified Family Business Specialist, Chartered Financial Consultant, and Chartered Life Underwriter from the American College of Financial Services, and earned a bachelor's degree in economics from the University of the Pacific.
In his leisure time, Mr. Whitmore enjoys playing golf and going fly fishing. He belongs to the Jonathan Club, the Calabasas Country Club, and the Sherwood Country Club. He also gives back to the community by serving on the board of trustees for the Westmark School.