Team

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.

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 CERTIFIED 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.

Carolyn is a Paraplanner at Guided Wealth, LLC, where she assists the financial advisors in delivering personalized solutions to clients. She provides essential support through research, analysis, and preparation of comprehensive financial plans. Carolyn maintains a deep knowledge of each client’s financial story and plan to ensure a tailored, proactive planning process. She takes detailed meeting notes and maintains ongoing client communication, serving as a key point of contact readily available to address questions and concerns.

Carolyn earned her BA in Mathematics and Statistics with a Minor in Economics from the University of Connecticut. She holds the Financial Paraplanner Qualified Professional™ (FPQP®) designation from the College for Financial Planning®—a Kaplan Company, along with Series 7 and Series 66 licenses. She is also licensed as an Insurance Agent in Texas for Accident, Health, Life, Variable Life, and Variable Annuities, and serves as a Notary Public.

Carolyn lives in Dallas with her husband and their son, Emmett. They share their home with an energetic dog named Jetson. When she’s not working, Carolyn enjoys watching and participating in sports, trying new restaurants, and spending quality time with family and friends.

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 solutions. 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.

Stefano’s dedication to client success and his innovative mindset positions him well to assist clients in achieving their financial goals and chosen lifestyles.

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.

Jenna plays a key role in keeping things running smoothly at Guided Wealth. As Director of Operations, she helps create and improve the internal systems and processes that support the team’s day-to-day work. From coordinating behind-the-scenes efforts to making sure everything stays organized, Jenna helps ensure the client experience is seamless and efficient. She works closely with the entire team to keep operations on track so the advisors can stay focused on what matters most– their clients.

Jenna earned her BA in Sociology-Criminology with a minor in Psychology from the University of Oklahoma.

She lives in Dallas with her husband, Kevin, and their two boys, Ryder and Cameron. Their home is full of energy thanks to their dog, Kona, and cat, Kiwi. Outside of work, Jenna enjoys staying active and exploring new healthy recipes for her family, spending time outdoors, and serving on the kids’ team at her church.

Debbie is the Client Service Specialist and Office Manager for Guided Wealth, LLC. She has 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.