Gerald Naber

Jerry Naber serves as Senior Vice-President and Portfolio Manager for Foundation Wealth Management, LLC.  Jerry has over 18 years of industry experience, and is primarily responsible for investment planning and portfolio management. Jerry graduated from Northern Kentucky University in 1994 and holds FINRA Series 6, 7, 63 registrations through LPL Financial, and 65 registration with Private Advisor Group LLC., along with Annuity, Life, Mortgage, and Accident and Health licenses.  Jerry was also named as a “Five Star Wealth Manager” in Cincinnati in 2014, 2015, and 2016.**  Jerry resides in Cincinnati, Ohio along with his wife and three children.  Gerald has enjoyed coaching his kids in various sports over the years, and he is a passionate sports fan and you can always find him supporting the hometown teams.

* Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of  2014, 2015, and 2016 Five Star Wealth Managers.