Gerard Quinn

CFP®, CIMA®, MBA
Financial Advisor

Throughout his career, Gerard has had a passion for taking care of his clients with this highest level of care and assisting them in developing strategies to achieve their financial goals. Gerard is an Ohio native that began his career in the financial services industry in 2013 after earning his Bachelor’s degree in Economics from The Ohio State University. In 2020 Gerard completed his MBA with a concentration in Investments at the Raj Soin College of Business at Wright State University. Gerard has also earned his CFP® and CIMA® designations. He has worked for industry leading wealth management firms Raymond James, Morgan Stanley, and Merrill Lynch during in his professional career in roles covering equity and fixed income trading, research and portfolio construction, and financial planning. Outside of the office he enjoys sports, music, and travel.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.