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Linda R
Series 63, Series 65
Cornville, AZ
Guardian Capital Group LLC
Linda Rachel is the principal of Guardian Capital Group LLC, an independent investment advisory firm, and holds Series 63 and Series 65 licenses with 23 years of industry experience. She has led Guardian Capital Group since 2009. Outside of finance, she is a partner in DA Vines Vineyard LLC, a family-owned vineyard and winery where she assists with viticulture. Guardian Capital Group serves individuals, families, trusts, and related entities by providing investment management, financial planning, and consulting services. The firm emphasizes tailored investment policy statements and strategic asset allocation using diversified holdings, with discretionary portfolio management and ongoing third-party manager oversight.
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