Edgar F. Whitmore III

Edgar F. Whitmore III, CLU, ChFC, CFBS, currently serves as Partner and Managing Director at Lenox Advisors since February 2012. Previously, Edgar was the Founding Principal at TAG Financial and Insurance Services from April 2008 to February 2012 and served as Principal at Strategic Benefits Group from August 1991 to April 2008. Edgar specializes in total financial needs analysis, offering advisory services, retirement analysis and programs, estate strategies, employee benefit and retention services, business continuation strategies, and trust services. Edgar holds a Bachelor of Science degree in Economics from the University of the Pacific, obtained in 1991, and is a graduate of Flintridge Preparatory School, class of 1987.