Lisa Gerardi

Lisa Gerardi, Founder of Gerardi Wealth Management, is a seasoned financial advisor in Cincinnati, Ohio, with nearly 30 years of experience in wealth management, investment planning, and financial services. Specializing in navigating market volatility, retirement planning, and personalized investment strategies, she helps individual investors overcome financial fears through client education, objective advice, and tailored wealth solutions.

Her career started in 1990 as a financial advisor at Merrill Lynch, advancing to roles in administrative coaching and client services; she later joined H&R Block Financial Advisors in 2006 before establishing her independent practice in 2009 post-acquisition by Ameriprise Financial Services, emphasizing fiduciary duty, independence, and client-centric financial planning.

Originally from Delaware, she relocated to Ohio in 1991 and resides in northern Cincinnati, frequently traveling to meet clients for in-person financial consultations and portfolio reviews. As a detail-oriented problem solver passionate about exceptional customer service, Lisa builds long-term client relationships across the US, especially from Ohio to Delaware.

Beyond her professional role as an investment advisor representative, Lisa enjoys NFL football as a Bengals and Eagles fan, crafting wine from her family’s Delaware vineyard, and bonding with her Rottweiler, Dozer, an AKC-certified dog who often joins her in the office, adding a personal touch to her Cincinnati-based wealth management practice.