Richard Lerner

Senior Vice President

Richard M. Lerner is a Senior Vice President at Center Street Capital Advisors.

In his nearly 20 years in industry, he has become known for his thorough and analytical approach to providing financial solutions to clients and their families. He is dedicated to helping clients achieve their financial goals and objectives, and believes the best way to do this is to develop deep, long-lasting relationships to fully understand their complete picture.

Richard earned his BA in Business Administration from Hofstra University and after a career in Information Technology in New York City, he discovered his passion for helping others and decided to transition into the financial services industry. He started his career at Ameriprise Financial and later moved to a privately-held, regional financial firm. He joined Center Street Capital Advisors to help further enhance his ability to provide client service and offer financial solutions.

Having made the Florida plunge in 2021, Richard currently resides in Boynton Beach with his wife Jessica, their 3 kids Gavin, Hudson, and Ava, and their 2 dogs and a cat. He enjoys supporting his children in their many activities and travelling whenever possible.

Did you know?

When not busy serving clients, Richard can often be found on camping trips with his boys, both of whom are active in Scouting America (formerly known as the Boy Scouts of America) or at dance competitions supporting his daughter.

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