Joel Lerner

    Focus: Insurance Strategies

    Languages: English

    Joel Lerner is a Financial Advisor with WestPoint Financial Group. He provides objective and customized insurance and investment strategies to help meet the financial needs of his clients.

    Joel received a Bachelor of Arts in Psychology from the University of Miami.

    Prior to joining WestPoint Financial Group, Joel worked as a Stockbroker for Morgan Keegan.

    He currently serves as a Board Member and Assistant Treasurer at Adath Jeshurun Congregation.

    In his free time, Joel loves to spend time with his grandchildren, travel, and follow University of Louisville sports. He has three poodles named Beamer, Benny, and Bella.

    Joel Lerner is a registered representative of and offers securities & investment advisory services through MML Investors Services, LLC, Member SIPC ( Supervisory office 2365 Harrodsburg Road, Suite A300 Lexington, KY 40504 (859)223-4141. WestPoint Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

    See Joel’s Licenses and Disclosures

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    WestPoint Financial Group-Louisville

    Satellite Office

    9960 Corporate Campus Dr. Suite 1100
    Louisville, KY 40223