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.
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.
Client Relationship Manager(239) 424-8305
Janine Riggs recently joined D. Gates Wealth Management beginning of December 2020. Although new to D. Gates Wealth Management, she is not new to the world of finance. Janine has worked in the banking industry for 15 years. She has passion for helping people reach their financial goal through detailed operational excellence. She enjoys learning about people and their unique stories.