Our Team
Blake Barbosa, CFP®, RICP®, WMCP®
Founder | CEO | Financial Planner
Blake Barbosa is a committed CERTIFIED FINANCIAL PLANNER™ who works with successful
professionals, pre-retirees and retirees. He helps to identify their financial objectives
and provide clarity on how to optimize their financial opportunities to achieve their
goals.
Blake believes that most people can have a comfortable lifestyle, “dream retirement” and
peace of mind if they take the time to understand their current financial situation and
implement steps to optimize their results. This is accomplished through a holistic
financial planning approach that is customized to each individual client.
Keep Reading
Blake has been in the financial services industry since 2013. He attended the
University of Massachusetts Dartmouth and earned a bachelor’s degree in Finance. Blake
continued his professional education at Bryant University where he studied the CERTIFED
FINANCIAL PLANNER™ (CFP®) designation curriculum. He later completed the
“Retirement Income Certified Professional” (RICP®) and “Wealth Management
Certified Professional” (WMCP®) designation programs offered through The
American College of Financial Services.
Blake is an active member of several industry groups, including The Financial Planning
Association, National Association of Insurance and Financial Advisors, and is a board
member of the Bristol County Estate Planning Council.
Blake enjoys volunteering his time as a Big Brother with the Big Brother Big Sister of
Massachusetts Bay organization.
Blake lives in Dartmouth, MA with his wife Lindsey and their daughters Tenley and Laurel. During
his time off, Blake enjoys spending time with his family, traveling, and playing golf.
DAN MARSHALL
Chief Operating Officer | Director of Financial Strategies
Dan has been part of the financial industry since 2018, bringing a wealth of experience and dedication to his role as Chief Operating Officer and Director of Financial Strategies. He leads the strategic planning and implementation of customized financial solutions, ensuring each client’s unique goals are met through thoughtful coordination and analysis. His passion for excellence is reflected in his close work with internal teams and external advisors to deliver exceptional service.
Dan resides in New Bedford, MA with his wife, Carina, and their two daughters, Eliana and Maddilyn. Outside of his professional responsibilities, he serves as the Director of Sacred Music & Organist for St. Anthony of Padua Roman Catholic Parish in New Bedford. In his free time, Dan enjoys spending quality moments with his family, cooking, and pursuing his new hobby of golfing.
Stefano Lanci
Associate
Stefano is our newest Associate at Guided Wealth, LLC. A highly entrepreneurial graduate of Babson College, Stefano concentrated in economics and finance, where he cultivated a deep passion for equity research.
At Babson, Stefano actively participated in various organizations, which further fueled his enthusiasm for financial planning. His commitment to helping individuals achieve their financial aspirations and long-term goals is a testament to his dedication to the field. Stefano brings a unique flair for creativity to the team, constantly exploring new possibilities and innovative solutions to exceed client expectations.
In his free time, Stefano enjoys golfing, fishing, and relaxing with music. His youthful intelligence and dynamic approach to problem-solving make him a valuable addition to Guided Wealth, LLC.
Stefano's dedication to client success and his innovative mindset positions him well to assist clients in achieving their financial goals and chosen lifestyles.
Adelaide McIntire
Paraplanner
Adelaide is the paraplanner for Guided Wealth, LLC. Adelaide has over 25 years of
experience in providing support through the financial planning process and manages the
financial planning workflow. She assists with the administrative establishment and
maintenance of investments accounts.
Adelaide provides liaison support between the client and the advisor. She is the go-to
person for any questions regarding servicing client accounts and financial plans.
Since 2003, Adelaide has maintained the prestigious marks of a Financial Paraplanner
Qualified Professional™ designation from the College for Financial
Planning®—a Kaplan Company (CFFP).
Adelaide was born in France and relocated to the United States in 1989. She attended Elms
College in Chicopee, MA where she earned a bachelor’s degree of Liberal Arts in Marketing
with a Minor in Art in 1995. Adelaide is fluent in French and English.
Adelaide lives in New Bedford, MA and has a son, Eric. When she is not working, she
enjoys painting, drawing, traveling, cooking, and dancing.
Debbie Moreau
Client Service Specialist | Office Manager
Debbie is the Client Service Specialist and Office Manager for Guided Wealth, LLC. She
brings over 33 years of administrative experience in client service and office management.
Delivering outstanding customer service has always been an essential part of a day’s work
for Debbie. In addition to maintaining a smooth office operation, Debbie provides clients
with policy services, schedules appointments, processes applications for insurance and
annuity products and performs other administrative tasks. Debbie is also a notary public.
Debbie lives in New Bedford with her husband Ken. She has two children and three
grandchildren. Debbie enjoys traveling every year to visit her family in Knoxville,
Tennessee. When Debbie’s not working, she enjoys spending time with her family and
friends, traveling, and going for walks.
Sue Scanlon
Director of Operations | Client Engagement
Sue Scanlon recently came out of retirement to serve as Director of Operations and Client
Engagement for Guided Wealth, LLC.
In this capacity, Sue helps oversee the daily activities of Guided Wealth, LLC to track
efficiency and follow-through on our client commitments.
Sue honed her technical expertise and effective time-management skills as a Software
Engineer and Project Manager over the past 30+ years. She lives with her partner Joe
Carmichael in Rehoboth. In her spare time, Sue enjoys cooking, gardening, and especially
spending time with her family and friends.
|
