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Sylvia Guinan, MBA, CDFA

Sylvia Guinan, MBA, CDFA

Marketing Manager

Followers of Sylvia Guinan, MBA, CDFA1000 followers
location of Sylvia Guinan, MBA, CDFANew London County, Connecticut, United States

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  • Timeline

  • About me

    Financial Advisor | Senior Vice President - Investment Officer at Wells Fargo Advisors

  • Education

    • St. John's University

      1990 - 1992
      MBA Marketing and Finance

    • St. John's University

      1985 - 1989
      Undergraduate Marketing

  • Experience

    • Wilson Elser

      Oct 1989 - Feb 1994
      Marketing Manager

    • Rosenman & Colin LLP

      Jan 1994 - Oct 1995
      Director of Marketing

    • Cohen & Wolf PC

      Sept 1995 - Jul 1997
      Director of Marketing

      Marketing Plans

    • Morgan Stanley Smith Barney

      Sept 1999 - May 2009
      Financial Advisor

      Financial Advisor

    • Wells Fargo Advisors

      May 2009 - now
      Financial Advisor | Senior Vice President - Investment Officer

      Sylvia has developed and refined a process that helps clients take a panoramic approach to the many pieces of the investment puzzle. This process, coupled with a long-term perspective, is designed to increase clarity, confidence and control in making financial decisions. Sylvia collaborates with her client’s other professional advisors to help pursue her client’s goals.

  • Licenses & Certifications

    • Certified Divorce Financial Analyst

      The Institute of for Divorce Financial Analysts
      Jan 2017

    • Series 7, Series 63, Series 65,

      Jan 1998