Dede Potticary
Executive Assistant
Dede joined Gerardi Wealth Management in 2018, as Lisa Gerardi's LPL Registered Client Service Associate and is now also Lisa's Executive Assistant.
She brings over twenty-five years of financial industry experience to her positions. Since 1996 she has worked at Mutual Service Corp, Ameriprise Financial, and extensively at LPL Financial. Dede earned her Series 6 in 2001 and is also a Notary of the State of Ohio.
Specializing in all Client Services from account openings to compassionate assistance with death claims, Dede is committed to providing comprehensive financial service to our clients and excellent administerial assistance to Lisa.
Her childhood was spent in the Chicago area as the second of eight siblings in her large Italian-Irish family. Their favorite annual tradition is gathering in Chicago for Ravioli Day to make hundreds of homemade raviolis for Christmas Eve.
Dede went to the University of Dayton where she earned a Bachelor of Science degree in Psychology, and met and married a Cincinnatian. She and Mark, her husband, live in Mason, Ohio and have four grown children.
She is devoted to their 5 grandchildren who call her “Noni” which is what she called her grandmother who came to the United States from Lucca, Italy.
- Series 6 (held by LPL Financial)
-Notary of the State of Ohio