Dino Giovannone

Dino brings more than four decades of experience in financial services to his work helping individuals and families clarify their goals, understand their financial options, and make confident decisions about their future. He specializes in personalized wealth management and retirement planning, taking the time to listen, learn, and tailor strategies that align with each client’s objectives and risk tolerance. His approach centers on one-on-one relationships built on trust, transparency, and meaningful conversation.

Over the course of his career, Dino has held leadership and advisory roles across the financial industry, including positions as a financial advisor, vice president overseeing multiple branch offices, and director of Business Development for Retirement Plan Services at Federated Investors. Dino has completed executive training programs at both the Wharton School of Business (University of Pennsylvania) and Duke University, experiences that have deepened his perspective on markets, management, and client service.

Outside the office, he stays active through music, sports, and exercise, and enjoys spending quality time with his two adult children, who continue to inspire his passion for helping others plan for the future with purpose and clarity.