David Lerner Associates, Inc.
Peter Isler is an experienced finance professional currently serving as an Assistant Investment Counselor and Broker Intern at David Lerner Associates, Inc. since July 2016, where shadowing industry leaders has enhanced investment knowledge. Previous experience includes a role as a Resident Assistant at High Point University from August 2017 to February 2019, focusing on creating a supportive living environment and leading community initiatives. Additionally, Peter worked at Forest Lodge Catering in 2015, handling various operational tasks for large events. Peter Isler holds a Bachelor of Science in Business Administration with dual concentrations in Finance and Sales from High Point University, completed in 2020.
David Lerner Associates, Inc.
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.