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 Representative

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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