“I think the financial component is one thing, but it is translated into mutual respect and friendship. So, we have this dream team, and I would hope that anybody that gets into the industry or anybody who is in business would be so fortunate. So, anything I can share, I'm happy to share and support. And obviously anything I can learn; I want to soak up as a sponge.” – DeAnna Spear
DeAnna Spear, Partner at Wernick Spear Wealth Managers, describes her journey into the financial services industry as “an unusual start.” You don’t want to miss this brand-new episode as DeAnna reflects on the courage and determination it took to earn her spot at the firm. Although different styles and personalities from her partner, DeAnna highlights the beauty of a good partnership, focusing on the collaboration and growth it brings to the firm. As someone who is passionate about supporting women in our industry, DeAnna explains the creative process behind her prospecting events, the importance of building relationships, and how to ‘find the right fit’.
In Episode 215: Finding Your Fit, DeAnna joins Cambridge CEO and Co-Chairman of the Board Amy Webber to discuss:
- How she went from selling jewelry to financial planning
- The beauty of a good partnership
- The importance of finding a good fit
About Deanna Spear
DeAnna has more than 30 years of financial services experience within the private wealth management sector. In her role as Partner with Wernick Spear Wealth Managers, DeAnna focuses on client retention and cultivating new relationships. Her approach blends comprehensive financial planning with a deep understanding of investment strategies and risk management.
DeAnna’s goal is not only to help clients build and preserve wealth but also to empower them with the knowledge and confidence to make informed financial decisions. She is passionate about financial literacy and education, regularly participating in community seminars and workshops to promote financial wellness.
DeAnna is a corporate sponsor of the Cleveland Museum of Art and the Zoological Society. In her free time, she enjoys travelling abroad, gourmet cooking, and can be found reading a book on her back porch. She currently resides in Gates Mills, Ohio with her husband Chris.
https://www.wswealthmanagers.com/
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Wernick Spear Wealth Managers and Cambridge are not affiliated.
About Cambridge Stronger
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.
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