(May 20, 2024 - Maite, Guam) David Beaver & Associates (DB&A) of Raymond James announced today that Investment Portfolio Associate Brianna T. Tabilas, CPFA® received the Certified Investment Management Analyst℠ (CIMA®)* designation, a notable global finance qualification, on May 1, 2024, and is the first woman on Guam to receive the certification.

DB&A’s Senior Vice President, Wealth Management David Beaver, CPFA™, CIMA®, CPWA®, CPM®, said, “We are extremely proud of Brianna for her diligence in pursuing her CIMA® certification and becoming the first female on the island to accomplish this achievement. In addition to expanding her knowledge, her new CIMA® title means that she offers a level of expertise that our clients expect from David Beaver & Associates.”

The Investments & Wealth Institute™ certifies and issues the CIMA® credentials for investment management professionals. Guam currently has four CIMA®-certified professionals, all of whom are Raymond James investment advisors – Daniel Arnaud Roland, CIMA®, AIFA®, MBA, CSRIC®, managing director, senior institutional consultant, and founder and principal consultant of the Asia Pacific Group of Raymond James; Jason Miyashita, senior vice president of investments and senior institutional consultant of the Asia Pacific Group of Raymond James; Beaver; and Tabilas.

Tabilas said, “I pursued this certification for self-enrichment and took another step toward becoming a financial advisor, which is my goal. What I learned through the CIMA® program allows me to guide our clients more effectively when they’re making important investment decisions. Continuing education is important to the Raymond James organization, and we know this sets us apart from our competitors.”

In 2016, Tabilas graduated from the Academy of Our Lady of Guam, and in 2020, she graduated from the University of Guam, earning her Bachelor of Business Administration degree with a concentration in finance and economics. Tabilas joined the DB&A team in 2018.

Tabilas added, “I hope to inspire other women in my industry to continue learning and aspire for certifications that can make them better in their careers. It will allow us to help Guam residents build their wealth and improve their quality of life.”

To learn more about DB&A and its services, visit the company’s website beaverassociates.com, or call 671-969-5296 to schedule an appointment with a wealth management specialist.