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David Lerner Associates Consolidates New Jersey Offices to Enhance Customer Service and Efficiency

Lawrenceville, NJ (January 18, 2019)—David Lerner Associates, a privately held securities broker/dealer, announced today that it will be consolidating its two New Jersey offices as part of an overall strategic plan to enable the company to operate more efficiently and provide enhanced services to clients. As of Friday, January 18, the company’s office in Teaneck will be merged into its newly renovated office in Lawrenceville. To ensure a seamless transition, all phone numbers will remain the same. The company will continue to maintain conference room space in the Teaneck area as well as expand its mobile office capabilities to offer its Bergen County customers the same personalized service they have always received from David Lerner Associates.

“This merger will be a natural transition for our firm and will bring our New Jersey customers greater convenience and the added value of more resources,” said David Lerner, founder of David Lerner Associates. “This move now places all our offices located in New York, New Jersey, and Florida in company-owned properties, a business strategy we feel is beneficial both to our operations and the quality of service we provide our clients. The Teaneck and Lawrenceville offices have worked closely for years, and bringing the two teams together under one roof will better enable us to leverage the expertise and experience of each of our investment counselors for the benefit of all our New Jersey clients.”

John Dempsey, President of David Lerner Associates, added, “There will now be 28 investment counselors working together out of our Lawrenceville office, generating a synergy that will enhance our client servicing capabilities. To help ensure a smooth merger of the two offices, Rande Aaronson, who has been the branch manager of the Teaneck office for 32 years, will move with his team to the Lawrenceville office and continue to supervise their activities. Eric Keith, our current Lawrenceville branch manager, will remain at the office, managing his Lawrenceville team.”  
The Lawrenceville office is located at 134 Franklin Corner Road, a beautiful, colonial-style office building in a campus-like setting.

For more information about David Lerner Associates, please visit www.davidlerner.com or call 1-800-367-3000.

 

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