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Edna K
ChFC®, Series 63, Series 65
Owings Mills, MD
Lexaurum Advisors
Edna Kowitz is a financial advisor at LexAurum Advisors with 25 years of industry experience. She holds the ChFC® designation and Series 63 and Series 65 licenses. Her prior experience includes roles at Summit Financial Group Inc, Summit Brokerage Services, Inc., and she is president of Kowitz Financial Group, LLC, which she has led since 2011. She also maintains an insurance agency focusing on fixed, traditional, and long-term care insurance. LexAurum Advisors manages approximately $1.27 billion for individuals, families, businesses, institutional clients, and other advisory firms. The firm employs a multi-advisor team approach, offering diversified portfolios based on modern portfolio theory and a standardized suite of model allocations implemented primarily with low-cost ETFs.
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