As Managing Director and a founding member of The Lerner Group, Rebecca focuses on creating strategies for high net worth individuals as they navigate the complexities that come with building and preserving multi-generational wealth.

Having joined Merrill in 1997, Rebecca’s ability to successfully navigate through and integrate the firm’s expertise allows for a frictionless experience for her clients.

Her “whole life” approach to relationships enables her to anticipate important life stages, plan for the unexpected, and adjust strategies on the path to reaching ones financial goals within particular risk parameters.  Rebecca’s academic and professional training, combined with her insight, intellectual curiosity and market perspective, helps guide clients through increasingly complex economic climates.

Rebecca is a CERTIFIED FINANCIAL PLANNER™, CFP® professional, awarded by the Certified Financial Planner Board of Standards, Inc. and holds the Chartered Retirement Planning Counselor, CRPC® designation. Rebecca is also a member of The College for Financial Planning Institutes Corp. and the Financial Women’s Association.

She is a single mother by choice to two sons and lives in Westchester, New York.

Sarah joined the Lerner Group in 2012 and in 2020 was promoted into her role as partner financial advisor. Her primary focus is the research and development of investment portfolio strategies. She works closely with the team to build and implement individualized plans that include regular portfolio reviews and adjustment around an individual’s risk parameters. 

In addition, Sarah spearheads the cash flow analysis and modeling for the Lerner Group.

Sarah graduated from Baruch College where she earned a bachelor's degree in finance and currently resides in New Jersey with her 14 year old Maltese, Cody.

Bob joined Merrill in 1981 as a trainee in the wealth management division. He was named Managing Director of Investments in 1991 and was later accepted into the firms highly regarded management program.

Today, he continues as an Investment Analyst for The Lerner Group wherein he leverages his deep understanding and experience around how markets and investments perform in various economic cycles to assist in guiding client strategy.

Bob is a proud alumnus of the University of California, Berkeley where he received his bachelor’s degree in finance.

He and his wife Jane reside in Boca Raton, Florida where he serves on the Board of Governors of his residential country club and supports his community through various charitable endeavors. Along with Jane, spending time with his adult children and three grandchildren remains the highlight of Bob’s life.