Who We Are
Robert T. Guerra
Robert spent 13 years at Merrill Lynch as a First Vice-President, Senior Financial Advisor and Portfolio Manager. He started his financial career at Prudential Securities in 2001 where he was an early adopter of the fiduciary, financial planning based wealth management style including the use of low-cost tax-efficient investment vehicles such as Exchange Traded Funds (ETFs) when these were all rarities on Wall Street. Prior to working in the financial industry, Robert spent much of the 1990s as a successful Lighting Designer and technician in the film, television, and theatre industry. He is a graduate of New York University with a degree in International Relations.
Anna Pan
Anna Pan spent eight years at Merrill Lynch as a Wealth Management Advisor. She holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc. She started her career in 1997 at Credit Suisse where she structured and marketed fixed income products to institutional investors. Subsequently, she has worked at the Weinstein Company as a manager of international sales and at the Battery Conservancy as the director of finance. Ms. Pan is a graduate of the Massachusetts Institute of Technology with a B.S. in Chemical Engineering.
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