Certified Financial Planner Danielle Gates, owner of D. Gates Wealth Management, announces the opening of D. Gates Insurance Group. The company expands the coverage options that have been available to existing wealth management customers, while offering the flexibility, service and tailored products that only an independent insurance agency can provide.
Gates leads a five-member team in its mission to help clients understand their needs and determine the most beneficial coverage available from the company’s extensive portfolio of carriers and policies. Partner David Glynn brings 10 years of experience in property and casualty insurance. Christine Neely serves as D. Gates Insurance Group’s Commercial Specialist. Dan Gates focuses on personal lines, including auto, home and flood insurance. Christine Castelluccio and Alex Bethune are the agency’s Client Service Specialists.
“As a Certified Financial Planner, I’m able to analyze a client’s total risk and determine what a client needs and doesn’t need, and explain that in plain English,” said Danielle Gates. “A lot of people are intimidated when considering insurance, and our team is dedicated to putting people at ease and helping them understand what it is they’re buying.”
Danielle Gates has worked in the financial services industry for over 17 years, and achieved her Certified Financial Planner designation in 2004. A 14-year Cape Coral resident, she graduated with a bachelor’s degree in business and finance from the University of Southern New Hampshire in 1996. She also owns Businesses Supporting Communities, LLC, which fundraises on behalf of charities like Caleb’s Crusade, and is the founder of Taste of Lee.
About D. Gates Insurance Group
Owned by Certified Financial Planner Danielle Gates, D. Gates Insurance Group offers a comprehensive suite of insurance products to fit the needs of every consumer, homeowner and business owner. Under the leadership of a Certified Financial Planner, the company’s team of experienced professionals is able to take a big-picture approach on behalf of customers, and is dedicated to clear communication to help them understand what they need. For more information visit www.dgatesinsurance.com or call (239) 205-7840. D. Gates Insurance Group is located at 1227 Del Prado Blvd. S., Unit 201 in Cape Coral.