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Photo of Dino A. Giovannone, CRPS®, CPFA®

Dino A. Giovannone, CRPS®, CPFA®

Financial Strategist

Dino is a financial strategist in the Wheeling office, helping wealth management clients and retirement plan sponsors achieve their financial goals. He is also a member of our Illiquid Assets Specialized Practice Group.

Licensing and Education

  • Certified Plan Fiduciary Advisor®
  • Certified Retirement Plan Specialist (CRPS®)
  • Bachelor of Science in Accounting Franciscan University

Accomplishments and Honors

With more than 30 years of experience in the financial services industry, Dino began his career as a financial advisor at a national broker-dealer. He was later promoted to a vice president role where he led branch office managers located in multiple states, including Ohio, West Virginia, and Pennsylvania. Dino also worked for Federated Investors as director of retirement sales and later as internal sales manager for the Midwest Region of its Broker-Dealer Division. Over the course of his career, Dino has attended several executive training programs at the Wharton School of Business (University of Pennsylvania) and Duke University.

Community Involvement

Dino serves on the board of advisors of Franciscan University of Steubenville. He is also a past president of both the Ohio and Marshall County Habitat for Humanity Board of Directors. Other past community and board involvement includes Boy Scouts of America, Capuchin Friars, the Province of St. Augustine, Catholic Charities and the Wheeling Area Hockey Association.

Selected Resources

Dino’s Articles
Pokemon Cards DAG Blog2

What's In Your Attic?

When spring cleaning and tackling those cluttered closets and dusty attic, don't be too quick in discarding those old toys and collectibles. Take a minute to consider if that item could have value. Do your research. You may be pleasantly surprised!

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1970 Chevelle SS DAG Blog 800px

American Muscle: A Great Ride, Maybe A Great Portfolio Asset As Well?

Vintage cars are among the types of illiquid assets that can add considerable value to your portfolio. It's important to discuss these assets and other types of collectibles you may own with your financial advisor.

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Successful confident businessmen standing in line Progress in career

Why Career Growth May Be Your Most Valuable Financial Asset

When you’re asked about your financial assets , where does your mind go? You might consider your savings account balance, a 401K, your investment portfolio, perhaps a second home. But did you ever stop and consider your CAREER as a financial asset? Most people don’t. But they should. Learn more.

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A women smiling in an office, meeting with a client.

Expect to Leave Invigorated.

Every conversation with McKinley Carter is an energizing experience, an opportunity to take your financial instincts and confidence to the next level—starting with the very first one.

Reach out for a consultation.