Danielle Gates CFP®

LPL Financial Advisor
(239) 424-8305

For over 20 years, Danielle has been helping professionals and their families gain a sense of clarity and confidence about their financial future. She is driven by her desire to help people turn their complicated and often overwhelming financial pictures into goal-based, comprehensive wealth management strategies that they can feel good about. Danielle's commitment to helping her clients navigate their financial lives has served as the foundation for her financial services practice, D. Gates Wealth Management. Danielle Gates is a Certified Financial Planner™ and her personal goal is to be a lifetime resource for each and every client. In her free time, Danielle enjoys pedaling her bike through local trails and beaches, hiking, and traveling.  

Karen Maffeo

LPL Financial Advisor

Karen Maffeo offers clients over two decades of Financial and Investment Planning experience using a Wholistic Lifestyle View and method to pursue Financial Goals. She holds her Designation of Chartered Retirement Planning Counselor and is a Certified Long-Term Care Specialist, offering clients a tailored focus in their Retirement, Legacy Wealth Transfer, Tax Management of Assets and Eldercare planning strategies. Karen enjoys beach strolls with her husband, Mitch, and their Bichon Poodle, Tynkerbell, as well as diving, exploring, and participating in the conservation of Sea Life and Coral in the oceans and beachfronts of the South Florida east coast.

CRPC® conferred by College for Financial Planning

Nicole Emery, CFP®


Nicole Emery joined D. Gates Wealth Management in 2014. As an LPL Registered Financial Assistant, she supports Danielle by ensuring that clients receive the highest level of service and that the firm's operations run smoothly. Nicole has a degree in Finance from Florida Gulf Coast University and holds her Series 7 (General Securities Representative) license through LPL Financial and she has obtained her CFP® certification. Nicole is passionate about sustainability and enjoys camping, the arts, and volunteering at the humane society.