Lonny Greenberg

Senior Advisor
MBA, CFP®

As a Certified Financial Planner™ and a member of the SX Investment Committee, Lonny enjoys the opportunity to work with select clients who value his candid guidance and the lifelong relationship he forges both as a confidant and steward of their financial future. What he appreciates most about SX is its collective team of creative and pragmatic minds, which forms the wellspring from which clients receive the most unbiased and realistic financial solutions.

Lonny’s expertise has been valued by many, as he has been quoted in the Miami Herald, South Florida Business Journal, Daily Business Review and WealthManagement.com.

Prior to joining Singer Xenos, Lonny traded fixed income securities in New York with Cantor Fitzgerald’s Debt Capital Markets division, and worked with two Miami-based private asset management firms. He received his Bachelor of Science degree from Indiana University with a major in Finance and his Masters of Business Administration from the University of Florida.

Lonny honorably serves as a member of the Financial Planning Association of Greater Fort Lauderdale. He also sits on the board of trustees for AMIkids Greater Fort Lauderdale, where he spearheaded a special initiative to build financial literacy for children, a program specifically designed to teach real life financial lessons. Lonny has become a mentor and teacher within the curriculum.

Growing up outside Philadelphia, Lonny has a strong connection to his roots, but now calls Davie home with his wife and two daughters. He is an avid athlete and traveler, but most of all, enjoys spending time with his family.