Wealth Management Team
Ann M. Roth
VP, Investment Executive
Phone: (671) 472-5490
Location: Bank of Guam, HQ, 6th Floor, Hagatna, Guam 96932
Ann is an Investment Advisor Representative and holds the distinction as one of the first local women to serve in the investment industry in Micronesia. In this capacity, Ann reviews all investment advisory activity with the client and ensures that suitability, service quality, and advisor availability are fully maintained. Ann holds Series 7,63 and 65 licenses and has over 25 years of investment services experience.
Alexandra Taitano
AVP, Wealth Management Advisor
Phone: (671) 472-5713
Location: Bank of Guam, HQ, 6th Floor, Hagatna, Guam 96932
Alexandra was interested in finance and entrepreneurialism from a very early age. She enrolled at the University of Guam, as a Business Major and worked her way through school while working full-time at a local 401k Retirement Planning Company. It was during this period that she received numerous promotions and rose to the level of Special Projects Manager. Subsequently, she was offered a position as a Financial Advisor at Merrill Lynch. She enrolled in the College for Financial Planning and received her designation as a Chartered Retirement Planning Counselor (CRPC). With this designation and additional licenses, such as, the Series 7, Series 66, and Insurance License she was able to bring information of great value to her clients and representatives. Alexandra found herself in her favored niche. In 2011, she affiliated with Money Concepts International under the Bank of Guam's BG Wealth Management Division.
David Guerrero
AVP/Investment Advisor
Phone: (670) 236-2703
Location: Commonwealth of Northern Mariana Islands (CNMI), Saipan. Bank of Guam - Garapan Branch
As an Investment Executive, Dave holds a Series 7, 24, 63, and 65. Prior to Dave returning home and joining the Bank of Guam's BG Wealth Management Services team, Dave was branch officer for Franklin Templeton Institutional, where he supervised registered representatives according to regulatory requirements, reviewed the background of clients, their financials, and ensured all documents were in good working order. Dave is a graduate of the California State University, East Bay, with a Master's degree in Economics. Dave also holds a designation as a Certified Anti-Money Laundering Specialist.
Jenna Aquino
Administrative Assistant
Phone: (671) 472-5141
Location: Bank of Guam, HQ, 6th Floor, Hagatna, Guam 96932
Jenna has served as a Banking professional since 2005. In 2007, she earned the position of Administrative Assistant for Investment Services within Bank of Guam Financial Services. Jenna works closely with both Investment Executives and has extensive knowledge in handling client accounts and providing holistic wealth management support services. As the Bank of Guam investment department BG Wealth Management Services strives to meet your investment needs, Jenna looks forward to working side by side with you every step of the way.
