Josh Lerner in

Josh Lerner

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Wealth Management Advisor at Symphony Financial
📍 Skokie, Illinois, United States

Josh is a Partner and Private Wealth Advisor at Symphony Financial, leveraging over 20 years of experience with its affiliate, Northwestern Mutuals Private Client Group. A graduate of Southern Methodist University, he provides sophisticated, comprehensive wealth management and retirement planning for executives, business owners, and retirees nationwide.

His team has been repeatedly named to the Forbes Best-In-State Wealth Management Teams list.

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Current Role
Wealth Management Advisor
Location
Skokie, Illinois, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Josh cares about

Holistic Wealth Management
He focuses on delivering comprehensive planning and sophisticated solutions covering investments, insurance, retirement, and tax strategy for high-net-worth clients.
Informed Market Perspective
Regularly shares insights from Northwestern Mutual's CIO on inflation, diversification, and volatility risks to keep his clients informed on macroeconomic trends.
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Career

Work history

10-2001
Wealth Management Advisor
Symphony Financial
10-2001
Wealth Management Advisor
Northwestern Mutual
11-1998 - 6-2001
Trader
Dorman Trading
In the press

Media appearances

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Education
1993 - 1997
Bachelor of Arts (B.A.)
Southern Methodist University
Education details unavailable
Lake Forest High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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