The Guinan Financial Strategies Group

Biography

Contact Information:

phonePhone

860.767.2681

Sylvia N. Guinan, MBA, CDFA

Senior Vice President - Investment Officer
Financial Advisor

My focus is to help you gain confidence in your financial future. Financial confidence strains when we go through major transitions such as retirement, divorce, career change and loss of a spouse/partner. I specialize in helping people make well-informed key financial decisions.

I am a Financial Advisor at Wells Fargo Advisors in Essex, Connecticut with over 20 years of experience in the financial services industry. I take a holistic approach to supporting client financial dreams, and work closely with Kristine Roberts, Senior Registered Client Associate.

I have a Master of Business Administration from St. John’s University, a Certified Divorce Financial Analyst (CDFA®), and am an author and frequent speaker.
My panoramic approach to the many pieces of the investment puzzle, coupled with a long-term perspective can increase clarity, confidence and control in making financial decisions. I collaborate with other professionals, such as attorneys, accountants, and other advisors to support my client’s specific needs.

The most fulfilling aspect of my role stems from helping clients demystify the investment process. I view knowledge as power, and it is my role to provide sound investment advice.

Featured Activities:
  • Better Connecticut Show and Eyewitness News, Channel 3, and Mary Jones Radio Show on WDRC sharing insight on topics relating to women and investing
  • Presented at Barron’s Annual Women’s Conference, Certified Divorce Financial Analyst Conference, Divorce Trial Lawyers ABA in New London, Investment News Women Advisor Summit, Women in Financial Services Annual Conference and Wells Fargo Advisors National and NE Women’s Summits
  • Featured articles in Glass Hammer, BossBabe, Wealth Management Magazine, and Barron’s Online
  • Former Chairman, Eastern CT division of the American Heart Association®
  • Board of Trustees for the Williams School 
If you would like to learn more about Sylvia’s investment philosophy and approach, we encourage you to contact us to receive her whitepaper called 'The 10 Most Common Mistakes Women in Transition Make.'

CA Insurance License Number: 0E93991. Resident State CT.
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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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