Guia, an independent creative wealth advisor associated with Raymond James Financial Services, believes that effective wealth management results from a combination of elements: your past success and a vision for the future, blended with a financial plan and investment strategies compatible with your vision.
Guia founded G.P. Brown & Company in Jupiter, Florida, an accounting and tax firm that for 15 years specialized in services to small businesses, and served as tax counsel for DiVosta & Company, a prominent commercial and residential developer, before her transition to the financial services industry. Recruited by Morgan Stanley, she engaged in a national training program at the World Trade Center, New York City, and then successfully completed a contractual commitment as a financial advisor in West Palm Beach.
Guia then pursued her personal vision by opening her own firm, Worth Avenue Group, Inc in Palm Beach, and affiliating as a financial advisor with Raymond James Financial Services. Offices have since been added in Hobe Sound and Palm Beach Gardens. Guia has experienced a growing client base of businesses, families, retired couples and individuals, including a number of independent women.
Active in community service throughout her career, Guia served for seven years as a member of the Board of Directors and treasurer for Catholic Charities, Palm Beach Diocese. She has also been the Co-Chair of the Bishop's Reception and served on the Board of Directors for, Mar-a-Lago, Palm Beach; Advisory Board member, Interfaith Health and Wellness Association; Co-Chair,Southeast Chapter, Lupus Foundation's Best and Brightest event, which honored thirty distinguished women; Chair, Junior Achievement, Martin County; and a member of Rotary International, West Palm Beach, Florida.
Guia was born and raised in Manila, Philippines, the daughter of an attorney father and a mother who was the Chief Financial Officer of a major corporation. She received her pre-college education at University of Santo Tomas, one of the oldest and most venerable private educational institutions in Asia, followed by a degree in business administration, majoring in accounting, from the University of the Philippines. Post college, she was recruited by International Harvester Company, Manila, prior to her relocation to the UnitedStates.
Guia lives in Hobe Sound with her husband, a business attorney, and three rescued four-legged furry friends. They have three adult children active in businesses in Boston,Orlando and Dallas.