Partner, Morristown Wealth Management
Financial Advisor, RJFS
Forbes Best-In-State Wealth Advisors – 2020
Don is a registered financial advisor specializing in asset management and portfolio construction. He joined Morristown Wealth Management in 2010 after graduating from Pennsylvania State University with a degree in economics. Don works with individuals, families, and business owners throughout the country. His main goal is helping his clients build their wealth, so they can experience a more enjoyable and stress-free retirement.
When customizing a variety of investment strategies for clients, it's important for an advisor to have the qualifications needed in order to utilize the numerous investment vehicles that are offered today. Don holds his Series 7, 63, 65, and 66 licenses. In addition to those, Don has his Series 9 and 10 licenses, which speak to his knowledge of compliance within the financial industry. As a compliment to his investment practice, Don holds his insurance license and is registered to sell life insurance.
When he is not working, Don enjoys trying out every new restaurant he can. In order to offset his passion for food, you can find Don playing tennis, competing on the hockey court, or playing golf. While the hobbies and interests make life more exciting, nothing is more important to Don than his family.
Don has two younger sisters, Alexa and Rachel, whom he is very close with. His mother Gloria, who also resides in Morristown, is a big part of his life. Don's father, Don Giovanello Sr., passed away in May of 2018 after a 16 month battle with brain cancer. Don credits his father with helping him build his practice and for being the best mentor and father a son could ever have.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.