Ameriprise Financial
Andrew Lerner, CFP®, ChFC®, AWMA™, APMA® currently serves as a Private Wealth Advisor - Managing Director at Ameriprise Financial Services, LLC, a position held since October 2025. Previously, Andrew was the Managing Director - Investments at Oppenheimer & Co. Inc. from March 2014 to October 2025 and worked as a Financial Advisor at Morgan Stanley for a short period in 2013. Andrew earned a Bachelor of Business Administration (B.B.A.) in Finance from Florida Atlantic University between 2011 and 2013 and also attended the Stockholm School of Economics in 2012.
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