Csric® Reed Lerner

Reed Lerner has diverse work experience, starting in 2010 as an Assistant Tennis Professional at the City of Palm Beach Gardens. From 2014 to 2014, they worked as a Financial Representative Intern at Northwestern Mutual. In 2016, they joined Eaton Vance as a Mutual Fund Services Representative before taking on the role of Internal Consultant, Senior Associate in 2017. Currently, Reed is working at Eaton Vance as a Senior Regional Business Development Associate, a position they have held since 2023.

Reed Lerner, CSRIC® completed a Bachelor of Science (B.S.) degree in Financial Planning and Services from Purdue University, where they attended from 2011 to 2015. In addition to their undergraduate education, Reed Lerner achieved several certifications to enhance their professional knowledge and expertise. Reed obtained the Series 7 certification from the Financial Industry Regulatory Authority (FINRA) in June 2016. Additionally, they obtained the Series 63 certification from FINRA in September 2016 and the Series 65 certification in December 2016. Furthermore, Reed Lerner acquired the Chartered SRI Counselor™ certification from the College for Financial Planning in March 2022.