TEAM PROFILE

BARB GUALDONI
Lead Associate of Client Service

 

Barb Gualdoni serves as the Lead Associate of Client Service for Wealth Impact Advisors (WIA).  With over 30 years of client delighting experience in the financial services industry, Barb brings a great depth of knowledge to support our clients in a host of different ways.  She takes great pride in knowing who our clients are and what is important to them.  Her number one priority is to ensure that each client feels confident and comfortable with their WIA experience.  

Education

  • Barb graduated from the University of Akron with a degree in IT Networking.


Up Close

  • Her daughter, Kelly, is a Registered Nurse in North Carolina.
  • Her granddaughter, Alexis, who attends Walsh University, earned a College Internship at Disneyland in Florida.
  • She considers the WIA staff her extended family.

BARB GUALDONI
Lead Associate – Client Service

ARE YOU READY TO GET STARTED?

Wealth Impact Advisors, LLC
E: info@teamwia.com

33 Merz Blvd Suite 100
Fairlawn, OH 44333
P: 330.865.3545
F: 330.319.8959

Securities offered through Valmark Securities, Inc., Member FINRA/SIPC. Advisory services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300, Akron, OH 44333-2431 · (800) 765-5201. Wealth Impact Advisors, LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.



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