We believe every life transition is an opportunity to create a brighter future. That’s why we strive to provide resources that inspire clarity, confidence, and a clear path forward.
Together, we craft strategies tailored to your dreams, deliver personalized guidance, and share knowledge that empowers you to make informed financial decisions.
Our mission is simple: to help you plan boldly, invest wisely, and pursue the life you envision. At the heart of it all is genuine care—because the most meaningful journeys are built on trust and shared purpose.
Sylvia Guinan, MBA, CDFA
Managing Director - Investments
Financial Advisor
Email Address
sylvia.guinan@wfadvisors.comPhone Number
(860) 362-1117"We believe consistency builds confidence, and attention to detail creates lasting impressions. These principles guide every interaction, ensuring our clients feel valued, understood, and supported throughout their journey."
With over 25 years of experience in the financial services industry, Sylvia Guinan is passionate about helping clients take control of their financial futures. As a Certified Divorce Financial Analyst (CDFA®), Sylvia specializes in guiding individuals—especially women—through major life transitions such as divorce, designed to provide holistic, informed advice that fosters clarity and confidence during challenging times.
Her planning-driven approach covers Wealth and Investment Management, Retirement Income Planning, Insurance and Asset Protection, Legacy Planning, and Philanthropy Strategies. By collaborating with CPAs, attorneys, and other professionals, Sylvia helps ensure every aspect of her clients’ financial lives is seamlessly integrated.
At the heart of her practice are the three Cs: Clarity, Confidence, and Control. Acting as a personal “CFO,” Sylvia helps clients understand the true costs of divorce while creating realistic, optimistic plans for the future. Her mission is to provide stability, education, and guidance so families can thrive—no matter the challenges they face.
Sylvia began her career in 1999 at Smith Barney and joined Wells Fargo Advisors in 2009, where she shifted her focus to comprehensive wealth planning. She holds both an undergraduate degree and an MBA from St. John’s University.
Outside of work, Sylvia enjoys yoga, walking, and hiking. She splits her time between Connecticut and California and is the proud mother of three children.
CA Insurance License Number: 0E93991. Resident State CT.
The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
Certificates
MBA, CDFA
Kristine Roberts
Senior Registered Client Associate
“We believe that while words and actions may fade, the way we make our clients feel lasts forever. Every interaction should leave them confident, valued, and understood.”
With over 20 years in financial services, Kristine is dedicated to creating a seamless experience for every client. As the first point of contact, she ensures questions are answered promptly and complex issues are resolved with care. Her responsiveness and attention to detail help clients feel confident and supported throughout their financial journey.
Kristine’s career began in mortgage services before moving into client support roles at Peoples Securities and, since 2012, Wells Fargo Advisors.
Pamela Gray
Client Service Associate
“We believe in going the extra mile, not for recognition, but because it’s who we are. Consistency builds confidence, and small details shape lasting impressions.“
With over 32 years in financial services, Pam Gray is passionate about helping clients feel confident in their financial journey. Starting her career in 1991 at Wheat First Securities, she built deep industry expertise and later led advisor training programs focused on delivering exceptional client experiences.
A proud Virginia native, Pam loves spending time with her husband, three children, and extended family. Outside of work, she’s committed to daily CrossFit workouts and believes in living life with strength and consistency.
Additional Resources*
*Christine N. Testani
Senior Private Wealth Portfolio Manager
Executive Director
Wells Fargo Wealth and Investment Management (WIM) offers financial products and services through affiliates of Wells Fargo & Company.
Bank products and services are available through Wells Fargo Bank, N.A.
Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.
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