David Lessner
Financial Advisor at Boston Harbor Wealth Advisors:Financial Planning & Investment Management
- Role
- Financial Advisor, Boston Harbor Wealth Advisors, Llc at Raymond James
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About David Lessner
Areas of Focus:Retirement Income Strategies, Estate Planning Strategies, Charitable Giving, Wealth PreservationStrategies, Retirement Plan Distribution, Investments, RSU & Stock Option Strategies • Fee-Based • Financial/Retirement Planning • Tax Efficient Investments • 401(k) • SEP • IRA • Roth •
Experience
Financial Advisor, Boston Harbor Wealth Advisors, Llc
Apr 2017 — Present · Boston, MA, US
Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Boston Harbor Wealth Advisors, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. For important disclosure information, pleasesee “Social Media Disclosure” link in the“Contact Info” section.
Education
University of Richmond
BS; Finance, Marketing
2001 — 2004
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.