Danielle Gates Email & Phone Number
Owner - Financial Advisor
5 free lookup(s).
No credit card required.
Danielle Gates Location
- Cape Coral, FL, US
Danielle Gates Work
- 2013 - now Owner - Financial Advisor @ D. Gates Weath Management
- 2015 - 2025 Principal Owner @ D Gates Insurance Group LLC
- 2013 - 2024 Owner @ Businesses Supporting Communities LLC
- 2013 - 2013 CERTIFIED FINANCIAL PLANNER™ practitioner @
- 2008 - 2013 Financial Advisor, Associate Vice President @
- 1999 - 2008 Assistant Vice President and Wealth Managment @ Merrill Lynch, Fort Myers, FL
Danielle Gates Education
- The American College
College for Financial Planning
2004 - 2004 - Southern New Hampshire University
BS (Business Studies/Finance)
1991 - 1996
Danielle Gates Skills
- Retirement
- Mutual Funds
- Investments
- Financial Advisory
- Wealth Management
- Asset Allocation
- Retirement Planning
- Series 7
- Estate Planning
- Strategic Financial Planning
- Investment Advisory
- Saving for Education
- Investment Strategies
- Series 63
- Finance
- Leadership
- Wealth
- Small Business
- Management
- Employee Benefits
- Personal Insurance
- Benefits
- Commerce
- Strategic Financial
- See 5+See Less
- Coral
Danielle Gates Summary
- Danielle Gates, based in Cape Coral, FL, US, is currently a Owner - Financial Advisor at D. Gates Weath Management. Danielle Gates brings experience from previous roles at D Gates Insurance Group LLC, Businesses Supporting Communities LLC, D. Gates Wealth Management, an office of MetLife and Ameriprise Financial Services, Inc.. Danielle Gates holds a 2004 - 2004 College for Financial Planning @ The American College. With a robust skill set that includes Retirement, Mutual Funds, Investments, Financial Advisory, Wealth Management and more. Danielle Gates has 1 emails and 1 mobile phone numbers on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Danielle Gates?
Find contact details for 700 million professionals.
Others Named Danielle Gates
Danielle Gates
Menu Team Lead
Saint Joseph, MO, US
Danielle Gates
Professional School Counselor
Lexington, SC, US
Danielle Gates
Licensed Insurance Agent
Easley, SC, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co