Lianna Deprey is a Financial Advisor at Wingate Wealth Advisors, where she partners with clients to provide comprehensive guidance across their full financial landscape. Since joining Wingate in 2018, she has advanced from Client Service Manager to Financial Planner and now to her advisory role. With expertise in retirement planning, executive compensation, tax planning, and family financial strategy, Lianna helps clients refine their goals, interpret the numbers, and build actionable plans that empower confident decisions.

While Lianna’s advice is anchored in technical analysis, she also encourages clients to look beyond the spreadsheets and identify the “why” behind the wealth. She helps families view their wealth not just as a portfolio, but as a tool to fund a meaningful life and legacy.

Lianna holds a B.A. in English and Political Science from Amherst College. She brings over thirteen years of industry experience to her role and is currently pursuing her certificate in Financial Planning at Boston University. She also remains actively involved with the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

A Massachusetts native, Lianna lives locally with her husband, two sons, and rescue dog. When she isn’t in the office, you can find her supporting the local music scene, listening to a podcast, or planning her next family adventure.