Jim Gaunt


Jim is a Senior Portfolio Manager with 25 years of experience in financial services. He joined Formidable in 2017 and manages asset portfolios for individuals, charities, and businesses.

Jim’s practice is to build and enhance accumulating assets, and to preserve and aid in the tax efficient transfer of multi-generational wealth. His career experience and specialized training allows him to work closely with clients, their attorneys, and tax advisors to understand their financial aspirations and expectations. He leverages his experience with the tools available through the firm to help achieve his clients’ long-term goals.

Jim is an Accredited Asset Management Specialist® and a Chartered Wealth Adviser®, both designations which require advanced coursework in finance and adherence to a professional code of ethics.

Jim has served on the board of private family foundations, the Northern Kentucky University’s Haile/US Bank College of Business Advisory Board, St. Rita School for the Deaf, Hamilton County MRDD, as treasurer of the Evendale Business Association, and the Mount Lookout Community Council.

He was educated at the University of Cincinnati, and the Estate and Wealth Strategies Institute at Michigan State University.

He and his wife live in the Cincinnati neighborhood of Hyde Park with their three children.

“We look at your finances as a living, breathing entity that’s going to help deliver your goals.”


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