Lianna Deprey

Lianna Deprey joined Wingate Wealth Advisors as Client Service Manager in January of 2018. In March 2019, she transitioned to the Financial Planning team first as a Paraplanner and now serves as a Financial Planner. She builds and presents goals plans to help clients make strategic decisions on their path to financial success, with a focus on retirement planning, executive compensation, insurance planning, tax planning, and later life planning.

Lianna graduated from Amherst College with a BA in English and Political Science. She launched her financial services career in 2012 in Franklin, Tennessee, where she received her Series 7 and Series 66 licenses prior to moving back to her home state of Massachusetts. She then spent some time working in downtown Boston as a Senior Registered Associate and Support Advisor.

Lianna is currently enrolled in the Boston University Financial Planning Certificate program and is a student affiliate member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

Outside of the office, Lianna enjoys reading, supporting local music, and going on adventures with her husband, sons, and two rescue dogs.