Lisa Gerardi
Financial Advisor
Lisa is Founder of Gerardi Wealth Management, LLC and a Managing Partner with National Wealth Management Group, LLC. Having been in the financial services Industry for almost 3 decades, she has navigated many market storms. She understands the fear and concern these markets can create in individual investors. She also understands how to alleviate those fears with education and personal contact.
Her career in the financial services industry began in 1990 with Merrill Lynch where she garnered experience in a myriad of roles from financial advisor to administrative coach. In 2006, Lisa moved to H&R Block Financial Advisors. Working for large corporate broker-dealers, Lisa found she wanted more independence and flexibility in meeting the needs of her clients. When H&R Block was bought out by Ameriprise Financial Services in 2009, Lisa decided to launch her own practice with the conviction that our work makes a difference and every client deserves personal attention, and objective, independent advice.
Her successful career path has today culminated in her status as owner of her own independent wealth management practice, Gerardi Wealth Management, and as Managing Partner with National Wealth Management Group. Passionate about people and a keen problem solver with an eye for detail, Lisa's commitment to providing exceptional customer service goes far beyond any industry standard and sets her apart amongst the competition. Her hallmark of unparalleled service has drawn a following of loyal clients, many of whom have worked with Lisa since her career began, representing the embodiment of her passion for others.
Lisa spent her childhood in Delaware, where her family still resides, transferring to Ohio with Merrill Lynch in 1991. While her practice is in Ohio, she has clients in several states and travels to the coast periodically to meet with them. Lisa holds Securities Licenses 7, 63, 65 through Broker/Dealer LPL Financial, as well as Insurance Licenses in numerous states.
She currently resides in northern Cincinnati, where she spends her down time enjoying professional football and is a loyal Bengals fan - but an avid Eagles Fan. Fly Eagles Fly! While Lisa has many interests, her most unusual hobby is perhaps making wine with grapes from her family's small vineyard in Delaware. Lisa also enjoys her 3 year old Rottweiler Dozer. They are members of a Kennel Club where Dozer has achieved several AKC Certificates. Dozer is a social pup and he travels with Lisa and occasionally joins her in the office.
- Series 7 (held by LPL Financial)
- Series 63 (held by LPL Financial)
- Series 65 (held by LPL Financial)
- Ohio Life and Health Insurance license (held by LPL Financial)