D. Gates Insurance Group opens
Certified Financial Planner Danielle Gates, owner of D. Gates Wealth Manage-ment, has announced 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 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.
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 is a graduate of the University of Southern New Hampshire in 1996. She also owns Businesses Supporting Com-munities, LLC, which fundraises on behalf of charities like Caleb’s Crusade, and is the founder of Taste of Lee.
For information visit www.dgatesinsurance.com or call (239) 205-7840. D. Gates Insurance Group is at 1227 Del Prado Blvd., S., Unit 201 in Cape Coral.