CSCA Notches Another Win in Boca Raton

Center Street Capital Advisors (CSCA) continues its growth with the exciting announcement that Richard Lerner has joined as Senior Vice President in Boca Raton, Florida.  Richard has spent nearly 20 years in the industry and joins from David Lerner Associates, Inc. in Florida.

Richard is a consummate professional whom learned early on that client service is the number one most important thing when managing a book of business.  It is in that spirit that he joins Center Street to expand into other product areas and offer clients a full suite of financial solutions.

“After just one meeting with Richard, I knew he would fit in perfectly.  His drive for service excellence and providing holistic wealth management remedies was apparent right out of the gate.  We are thrilled to have him on the team,” said Mark Klein, CEO of Center Street.

Richard is the 9th advisor to join Center Street Capital Advisors this year and follows another team that joined earlier in the week.  The office in Boca Raton, FL was recently expanded to accommodate this growth and make room for future additions.

“I believe Center Street has created a very appealing model for advisors seeking supported independence.  Working on the Wells Fargo Advisors Financial Network platform also provides me an incredibly deep bench of products and services to benefit my clients and continue to expand my practice.  I’ve learned a lot from past experiences and see the evolution of my business to independence as the next logical step,” said Richard.

Total headcount in CSCA’s Boca Raton, FL office now stands at 24 with plans to add additional talented professionals in the future.  Last month, nearly 3,000 additional square feet of A-Class space was added which includes eight beautifully appointed offices and three support stations.

Richard is a New York native whom moved to Florida in 2021 with his wife, Jessica, and their three kids Gavin, Hudson and Ava.  Beyond his professional responsibilities, you can find Richard on various camping excursions with his boys or dance competitions with his daughter

If you want to learn more about affiliation options in one of our existing locations or work with us somewhere new, please reach out and connect.

Disclosure: Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC.  Center Street Capital Advisors, LLC is a separate entity from WFAFN.

Richard Learner

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