David Sokolovsky, CFA, CFP
Wealth Advisor, Head of Financial Planning
David Sokolovsky: As a Wealth Advisor and Head of Financial Planning with The Lerner Group, David works closely with families to help them define their short-term and long-term goals and create actionable strategies to achieve their financial aspirations. David partners with wealth strategists to ensure that financial plans, estate plans and investment strategies work seamlessly to support multiple generations.
David was with the Lerner Group from 2008 to 2014 and helped expand the services we provide our clients through a transition from Morgan Stanley to Hightower. Prior to re-joining the Lerner Group, David held multiple roles in the financial services and strategy consulting industries. Most recently, he was an assistant vice president of strategy at Zurich North America, where he led projects for senior executives focused on developing long-term strategies and executing M&A transactions.
David graduated magna cum laude from DePaul University with a bachelor's degree in finance and earned a master's degree in business administration from Northwestern University’s Kellogg School of Management. He is a CFA charter holder and holds the CFP designation. David holds the FINRA Series 65 license and is fluent in Russian.
David moved to the Chicagoland area with his family in 1992 from Ukraine. He enjoys traveling with his wife and learning about the different cultures and regions around the world.