Skip to main content

Our financial advice team


Anthony Gerardot, Private Wealth Advisor serving the Indianapolis, IN area - Ameriprise Advisors

Anthony Gerardot

CFP®, APMA, CKA®

Private Wealth Advisor

PVA Wealth Advisors
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Business Retirement Plans
  • Estate Planning Strategies
  • Investment Management
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • CKA® Certified Kingdom Advisor®

Education

  • Bachelor of Arts, Chemistry and Psychology; Indiana University, Bloomington

Awards & recognition

  • PVA Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • PVA Wealth Advisors, Ameriprise Client Experience Award, 2021-2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

I coach my daughter's youth travel basketball team. I am active within our church with community projects and with teaching religious education. I am also a member of the Community Outreach Committee within the Catholic Business Exchange.

Interests

I enjoy spending time with my wife and three daughters, traveling, running in competitive races and cooking.

Honored to receive recognition

I’m excited to share that PVA Wealth Advisors has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.