Bobbie Lemmo, CPA/PFS, CFP®

Senior Wealth Advisor & Team Leader, Managing Director

Cleveland, OH



  • Certified Public Accountant
  • Personal Financial Specialist
  • Certified Financial Planner® professional


Work Experience

  • With 45 years of experience, deals with a wide variety of clients including sports personalities, corporate executives, closely-held business owners, high-net-worth individuals, and family offices
  • Focused on Family Office Services for high-net-worth individuals and retired sports personalities
  • Emphasis is on trust planning, implementation, governance, and administration as well as wealth advisory services, tax and estate planning, both international and domestic
  • Joined IMG, MAI’s predecessor in 1979, and prior to IMG, was a Tax Analyst with TRW, Inc. which encompassed tax reporting on their Domestic International Sales Organization (DISC) as well as the IRS liaison for ongoing audits
  • In 1992, was honored in Crain’s Cleveland Business “40 under 40”


Life Outside of MAI 

  • Enjoy spending time with family and friends
  • Enjoys traveling



  • Dyke College, BS in Accounting
  • University of Akron, MS in Taxation
  • College of Financial Planning, MS in Financial Planning

We look forward to learning about your financial goals.