Wilmette, IL Office

Kenneth Lerner is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at firms including Feltheimer Cohn & Associates, Ameriprise Financial Services LLC, and Fidelity Brokerage Services LLC. Prior to his financial services career, he spent over a decade at GK Medical Management. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios for intermediary platforms.

Francesca Boehmer is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, she partners with executives and their families to understand their goals and develop customized financial plans tailored to their needs. She emphasizes forming strong relationships with her clients to foster trust and reliability. Her experience at Fidelity Investments spans several roles since 2015, including Financial Representative, Relationship Manager, Financial Consultant, and currently Benefits and Planning Consultant. This progression reflects her broad expertise in financial services and client relationship management. Details regarding her education, credentials, personal interests, or community involvement are not provided.