Keith Lerner

Role
Co-chief Investment Officer Chief Market Strategist, Truist Advisory Services, Inc, Truist Wealth at Truist Wealth
Location
Atlanta, GA, US
LinkedIn followers
500 followers

Experience

  1. Co-chief Investment Officer Chief Market Strategist, Truist Advisory Services, Inc, Truist Wealth

    Truist Wealth

    Sep 2021 — Present

    Investment and Insurance Products and Services: •Are not FDIC Insured •Are not Bank Guaranteed •May Lose Value • Due to industry regulations, I am unable to accept recommendations and endorsements. Truist Advisory Services, Inc, is a wholly owned non-bank subsidiary of Truist Financial Corporation and an investment adviser registered with the U.S. Exchange Commission (“SEC”). Securities and annuities sold or recommended by Truist Advisory Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. For additional important disclosures, please visit:

Education

  • University of Central Florida - College of Business Administration

    Bachelors of Science, Finance

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Keith Lerner — Co-chief Investment Officer Chief Market Strategist, Truist Advisory Services, Inc, Truist Wealth at Truist Wealth in Atlanta, GA, US | Unifers