As a Financial Advisor for Professional Planning Group, Giancarlo prioritizes the goals and needs of his clients. He works directly with families, professionals, and business owners to provide holistic financial advice through wealth management and retirement planning services. Giancarlo is a current member of the investment committee at Professional Planning Group.
Giancarlo graduated from Rhode Island College in 2015. He was an advisor for Merrill Lynch prior to joining the PPG team. Giancarlo is well-versed in investment management, holding his Series 7, Series 63, and Series 66 licenses, as well as the Rhode Island Life, Accident and Health Insurance Producer license.
Giancarlo resides in Narragansett, RI with his fiancé, Katie. The couple will wed in June of 2022. In his spare time, aside from spending time with family and friends, Giancarlo enjoys a variety of activities including weightlifting, snowboarding, golfing, playing tennis, and jogging.
Raymond James is not affiliated with the above organizations and/or charitable causes.