Kory Lenz Email & Phone Number

Financial Advisor, CFP® @ Thomas Financial

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Kory Lenz Location

Florida, United States

Kory Lenz Work

2019 - now Financial Advisor, CFP® @ Thomas Financial
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2015 - 2019 Financial Advisor, CFP® @ Morgan Stanley
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2013 - 2014 Registered Client Service Associate @ Morgan Stanley

2012 - 2013 Customer Service Rep II @ MetLife
2008 - 2012 Sales and Service and Operations @ Two Young Studs Moving
2011 - 2012 Entrepreneurial Marketing Group, Member @ Miami Business Enterprises (MBE)
2010 - 2011 Intern @ Miami University Credit Union
2010 - 2010 Intern @ AXA US

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Kory Lenz Education

University of Tampa
Master of Business Administration (M.B.A.) (Finance, General)
2014 - 2017
Miami University
Bachelor of Science (B.S.) (Business Administration)
2009 - 2012
Colby College
2008 - 2008

Kory Lenz Summary

Kory Lenz, based in Florida, United States, is currently a Financial Advisor, CFP® at Thomas Financial. Kory Lenz brings experience from previous roles at Morgan Stanley, MetLife and Two Young Studs Moving. Kory Lenz holds a 2014 - 2017 Master of Business Administration (M.B.A.) in Finance, General @ University of Tampa. Kory Lenz has 1 emails and 1 mobile phone numbers on RocketReach.

Kory Lenz Emails

Found 1 emails

@thomasfinancial.com

Kory Lenz Phone Numbers

Found 3 phone numbers

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Others Named Kory Lenz

Kory Lenz

Financial Advisor, CFP® at Thomas Financial

Florida, United States
1
- thomasfinancial.com
3
- +1 914-253-XXXX
- +1 203-641-XXXX
- +1 813-605-XXXX

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Lauren Compton

Chief Executive Officer at Thomas Financial

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Js Gagnon

President, Employee Benefits at Thomas Financial

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Kyle Medley

President - Corporate Retirement Plans at Thomas Financial

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Kory Lenz

Financial Advisor, CFP® at Thomas Financial

Florida, United States
1
- thomasfinancial.com
3
- +1 914-253-XXXX
- +1 203-641-XXXX
- +1 813-605-XXXX
Andy Cremer

Director of Case Design at Thomas Financial

Safety Harbor, FL, US
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Leslie Darrigo

Principal and Chief Operating Officer at Thomas Financial

Tampa, FL, US
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Michael Thomas

Executive Managing Director at Thomas Financial

Atlanta, GA, US
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Darielle Drummond

Director Of Client Services at Thomas Financial

Tampa, FL, US
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Lori Taylor

Executive Assistant at Thomas Financial

Tampa, FL, US
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Cheryl Brady

Executive Assistant at Thomas Financial

Tampa, FL, US
1
- thomasfinancial.com
3
- +1 813-817-XXXX
- +1 727-488-XXXX
- +1 813-286-XXXX
David Bolduc

Benefits Advisor at Thomas Financial

Naples, FL, US
1
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Kimberly Maschino

Insurance Representative at Thomas Financial

Sarasota, FL, US
1
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Jose Ocasio

Commissions Specialist and Accounting Assistant at Thomas Financial

Brandon, FL, US
1
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- +1 813-254-XXXX
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Riley Tilton

Group Benefits Design and Client Services Analyst at Thomas Financial

Bradenton, FL, US
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Ronald Thomas

Portfolio Manager at Thomas Financial

Morgan Hill, CA, US
1
- thomasfinancial.com
1
- +1 408-705-XXXX

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