Nicole Giannone, CFP®

Nicole Giannone, CFP®

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.


Schedule a Meeting with Nicole