Samantha Florio
Financial Advisor at Gearhart & Associates
- Role
- Financial Advisor at Gearhart & Associates
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Samantha Florio
I’m a dedicated financial advisor at Gearhart & Associates in my home city of Cincinnati, OH. I earned my educational foundation at The Ohio State University’s Fisher College of Business, an experience that ignited my passion for finance and set me on a path to empower clients with informed, strategic guidance. Whether I’m navigating complex market trends or collaborating with clients to achieve their long-term financial goals, I’m driven by a commitment to excellence and a belief that smart, proactive planning transforms financial futures. Let’s connect if you’re interested in discussing innovative wealth management strategies or if you’d simply like to chat about the evolving landscape of personal finance. Investment advisory services offered through Gearhart & Associates, LLC, an investment advisor registered through the Securities and Exchange Commission. SEC registration does not constitute an endorsement of Gearhart & Associates by the SEC nor does it indicate that Gearhart & Associates has attained a particular level of skill or ability.
Experience
Financial Advisor
Aug 2024 — Present · Cincinnati, OH, US
Member of the advisory team, providing financial planning and advisory services to an individual client base of all ages and stages of wealth- Works directly with the CIO to determine and execute appropriate asset allocation and selection for clients considering risk tolerance, time horizon, and liquidity needs- Communicates directly with clients and maintains an outward facing role
Education
The Ohio State University Fisher College of Business
Bachelor of Science - BS, Finance, General
Saint Ursula Academy
High School Diploma
2014 — 2018
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