Lawrence Merl / Senior Vice President


Services Offered:


  • Income-Oriented Strategies
  • Retirement Planning
  • Annuity and Life Insurance Reviews
  • 401(k) Rollovers and IRAs
  • Tax-Efficient Strategies
  • College Savings Plans
  • Personalized Service & Complimentary Consultations

Ready to work together on your financial future?

We believe that the best way to help you with your financial goals is to meet with you face- to-face, either in your home, virtually, or at one of our branch offices. Use the form below to schedule an appointment.
Is your portfolio aligned with your financial goals and objectives? Are you saving for retirement? Will your assets last as long as your retirement does? Will your family be protected if something happens to you? I can help you answer these questions and many more. Make an appointment now by using the form below.
Do you know someone who can use help managing their financial goals? By filling out the form below, your friends or family members will get an email with my contact information. I’m happy to offer complimentary, no-obligation consultations and would welcome the opportunity to meet with your family or friends.

Latest News

Vacation Safety Tips

24 Jun 2022 - If you are planning on a summer vacation then there are some things you’ve probably already thought of in terms of staying safe — sunscreen, lifejacket, bug spray, etc.

Women Investors are Ahead of the Game

22 Jun 2022 -

Wealth and income disparity between men and women in America is still a real concern with the gender pay gap and other factors affecting women and their finances. 


Is There a Recession on the Way?

20 Jun 2022 - The world has taken a battering over the last few years. The covid pandemic ran riot and devastated businesses

There are risks inherent in investing. 

Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. David Lerner Associates, Inc. cannot guarantee future financial results.