Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
LPL Financial Advisor
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.
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LPL Financial Planner
Nicole Giannone joined D. Gates Wealth Management in 2014. Nicole has a degree in Finance from Florida Gulf Coast University and is a CERTIFIED FINANCIAL PLANNER™ practitioner. Nicole is passionate about socially responsible investing and values-based financial planning. She believes that by being intentional with our financial choices today, we have the ability to unlock a sustainable, just, and fulfilling future. Her mission is to help clients live abundantly and make a positive impact with their wealth - in their families, in their communities, and in the world; and seeks to create an alignment between clients' financial goals and their personal values and missions.
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Client Relationship Manager
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.