Troy Lennox serves as Managing Principal, Owner/Partner and Registered Financial Advisor of Coastal Wealth Management. Troy began his career in the finance industry in 1992 after graduating from Frostburg State University with a degree in Business Administration. His licenses include: Series 7, 9, 10, 23, 63, 65, 31, & 99.
Troy started his successful career providing financial services to the community 25 years ago. He joined Morgan Stanley in 1994 and served as Branch Manager in Ocean City, MD from 2002 to 2006. He later joined Merrill Lynch as an Associate Vice President. Troy is able to provide a wide array of financial services, including wealth management, retirement goal planning and portfolio development. Troy also works with his clients’ tax and legal advisors to develop customized planning strategies.
Mr. Lennox has significant expertise in a broad range of complex investment strategies including retirement accounts, estate planning, insurance, annuities and employee benefit analysis. He assists individuals and families in the financial planning and investment management areas. Troy enjoys problem-solving with clients and helping them face the many challenges of investing in today’s changing world.
“As a financial advisor, my goal is to provide my clients with the knowledge and expertise they need to make educated financial decisions. I combine my extensive experience in the financial services industry with the latest information and technology available to help our clients achieve the lives they truly want to live. I strive to present information in an informative and understandable manner so that my clients can meet their financial goals and plan for their future.
Troy has 2 sons, Tylor and Dylan, and currently resides in Fenwick Island, DE with his wife, Debbie.
Troy is registered to do business in MD, DE, PA, VA, DC, NJ, NY, FL, NV, NM, CA, CO, CT, GA, HI, NC, SC, & TN