David Lerner Associates seeks to guide investors toward their goal of achieving their financial objectives. In today’s give and take financial markets, we believe we offer investment programs that make sense. We offer many investment opportunities; some designed to provide income.

David Lerner Associates supports its Investment Counselors through a strong media presence, with frequent advertising, along with direct mailing campaigns and trade show appearances. In addition, the firm often conducts free investment seminars featuring Senior Investment Counselors of the firm.

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Investment Management

David Lerner Associates, Inc.

David Lerner Associates, Inc.'s headquarters in Syosset, NY, United States

Martin Walcoe

Bill Mason

Dana Lightner

Rande Aaronson

The Leadership Team at David Lerner Associates, Inc. is responsible for guiding the strategic direction and operations of the firm. This team ensures the effective execution of the company's mission to help investors achieve their financial goals while maintaining compliance, enhancing marketing efforts, overseeing technology infrastructure, managing human resources, and driving investment strategies.

Leadership Team

The Investments Team at David Lerner Associates, Inc. is responsible for providing personalized financial advice and tailored investment strategies to clients. They guide investors towards achieving their financial goals through a variety of investment opportunities, including those designed to generate income. The team also supports the firm's media presence, conducts free investment seminars, and engages in direct mail campaigns and trade show appearances to expand their outreach and educate potential investors.

David Lerner Associates, Inc.

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Teams

Leadership Team

Investments Team

Offices

David Lerner Associates, Inc.

Org chart

Teams

Leadership Team

Investments Team

Offices

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