Joseph A. Gutierrez is a CERTIFIED FINANCIAL PLANNER™ professional, International Wealth Advisor and Senior Vice President at Merrill Lynch Wealth Management located at 701 Brickell Avenue in Miami, Florida. With more than 25 years of experience in the financial services industry, he provides individuals, families and businesses investment advice, guidance and education in order to assist in the growth and preservation of their wealth. He adheres to offering advice and recommendations based on the best interest of his clients and aspires to deliver the best possible strategies and service in order to assist his clients to attain their financial goals.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
