DeAnna M. Spear

Partner

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 holds FINRA Series 6, 7, and 63 registrations, as well as her Ohio life insurance licenses, and studied business management at Kent State University. She began her career as a Compliance Supervisor for a nationally recognized brokerage firm, where she was responsible for the development and implementation of the compliance management program. In 1998, DeAnna served as a financial advisor at an independent financial planning firm dedicated to developing a comprehensive planning approach with both retail and institutional clients.

 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.

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