David Lerner
Financial Advisor
David Lerner leverages his knowledge to help clients with disability income insurance, life insurance, and investments. In 2015, he partnered with his father, Keith, to serve clients nationwide assisting them in planning process as the work towards their financial goals.
David earned his B.S. in Sport Management from the University of Florida in 2011, graduating Cum Laude. While at UF, he was a member of the football team and part of the 2008 national championship team. During his time at the University of Florida, his accolades include being a three-time SEC Academic Honor Roll recipient (2009–2012), the 2011 CCFA Dick Schaap Award winner, and one of Insite Magazine’s “20 Most Interesting People in Gainesville” (2011).
A lifelong Gainesville resident, David lives with his wife, Bailey, their daughters, Lila and Eliana, and their Scottish Terrier, Teddy.