Army quote photo

Your Vision. Our Mission.

Leading You to Achieve Your Financial Potential.

By visiting this website, you have taken the first step to make your life goals a reality.

Our financial planning process is designed to help you make the most of your money, no matter how much you have, so you can balance the life you want now and later.

I welcome the opportunity to partner with you, listen to your vision of a life well lived, and challenge you to make the changes that will allow you to achieve your financial potential.

As a decorated officer in the U.S. Army and combat veteran, I draw from my military experience to help you build a resilient and adaptable financial plan that can win in today’s dynamic environment.

Partnering with a team of experts, who share a commitment to doing the right thing for our clients, holding ourselves accountable to the highest of standards, my goal is to build a lifetime relationship of trust and service with you.

Let’s Get Started Today

Gerald P. Giovannelli, MBA, M.S., M.A.

Financial Advisor

If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck