The Gutierrez Group

Merrill Private Wealth Management
701 Brickell Avenue
Floor 11
Miami FL 33131
(305) 530.3664
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Mission Statement
Serving multijurisdictional families through deep relationships, institutional acumen, and a relentless focus on excellence.
Welcome

Families who build and sustain wealth across generations—and often across borders—face a distinct kind of complexity. Whether guiding an entrepreneur through a pivotal transition or supporting an entire family as roles evolve, we help bring clarity to the global liquidity needs and long‑term decisions that shape a legacy. Our approach is designed for the realities of multi‑jurisdictional lives and the ambitions of the next generation, anchored by a disciplined framework that endures.

Recognition
Ricardo Gutierrez
Managing Director, Private Wealth Advisor
David Brady Award, 2008
Forbes "Best-in-State Wealth Advisors", 2019-2021, 2023-2025
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
The Gutierrez Group
Forbes "Best-in-State Wealth Management Teams", 2023-2026
(Published annually in January. Rankings based on data as of March 31 of prior year.)
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Our Approach
Philosophies.

Our Core Philosophies

  • Multigenerational Wealth Takes Work
  • Liquidity Is Global Before It Is Local
  • Often, Families Can Be Their Best Bank
  • Entrepreneurial Success Can Be the Enemy of Generational Success
  • The Most Valuable Inheritance Is Clarity
Meet Our Team
Camilo Gutierrez
Managing Director, Private Wealth Advisor
305.530.3738
Ricardo Gutierrez
Managing Director, Private Wealth Advisor
305.995.9296
Thomas Halloran
Senior Vice President, Private Wealth Advisor
305.530.3715
Christian Zarraluqui,

CRPC™

Vice President, Private Wealth Senior Business Manager
305.377.7751
LINA VERGARA,

AAMS™, AWMA™, CPWA®

Assistant Vice President, Private Wealth Relationship Manager
305.530.3664
NATALIE EDITH YSONA,

AWMA™

Vice President, Private Wealth Senior Investment Manager
305.530.3669
Luis Florez
Registered Private Wealth Client Associate
305.530.3622
Maria Fernanda Romero
Officer, Private Wealth Client Associate
305.377.7794
ELENA MANGIALARDO
Private Wealth Client Associate
305.530.3604
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Fernando Cano
Securities Based Lending Specialist
Bank of America, N.A.
Jose Raudales
Wealth Management Banking Specialist
Merrill
Johanna Gianni
Wealth Strategist
Merrill
Expand to see all specialists
About Private Wealth

We meet complexity head on
Growing and navigating wealth isn't a straight line. There are complexities and opportunities at every turn. That's why your Merrill team serves as mission control for your wealth, offering the highest level of execution and world-class intellectual capital to help keep you moving forward through every pivotal moment. Find out what it's like to work with us.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.