Lennox Cummings
Growing up, I was very close to my grandfather. He told me there were a thousand ways to solve a problem, and I view financial planning the exact same way. Saving for retirement is like putting together a complex puzzle, placing each piece carefully until we reveal a beautiful final picture. I am dedicated to building lasting relationships with the clients who trust us, and to helping them find the right pieces for their retirement puzzle.
I graduated from the College of Charleston with a bachelor’s degree in business finance along with a minor in Spanish. Before taking on my current role, I worked as an associate advisor and an internal sales representative. I have passed the Series 65 and Securities Industry Essentials (SIE) exams, and I hold life, accident and health insurance licenses.
I was born and raised in the Appalachian Mountains of Asheville, North Carolina. Growing up, my entire family lived in Asheville, and I spent countless days hanging out with my grandparents. I have lived in Charleston since moving to the Lowcountry area for college. Outside of the office, I love spending time outdoors. You can usually find me fly fishing, boating, hunting or going to concerts.







