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Gretchen Zierolf,
CFP®
Managing Director, Senior Wealth Advisor
Bethesda, MD
Gretchen Zierolf,
CFP®
Managing Director, Senior Wealth Advisor
Bethesda, MD
Gretchen and her golden retriever, Freddie, passed a K-9 certification training to serve as a therapy dog team in the DC area.
With two decades’ experience managing portfolios for endowments and foundations, and full-scale financial planning for wealthy families, Gretchen is growing Lido’s presence in the Mid-Atlantic region, with a focus on guiding clients on Lido’s sophisticated wealth management solutions.
Gretchen spent nine years as a Partner, Director of Business Development/Client Portfolio Manager at Farr, Miller & Washington, LLC. She managed the referral programs with Fidelity and TDA/Schwab, originated the TDA referral relationship and acted as a member of Fidelity’s RIA Advisory Council.
Gretchen is a classically trained violinist. She is a member of the Union League of Philadelphia and is very active in her community, volunteering at Safe Shores, DC Children’s Advocacy Center, and Lucky Dog Animal Rescue.
B.A., Philosophy, B.S., Psychology, University of Wisconsin-Madison, Pennsylvania Bankers Association Trust School, Bucknell University
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