Joseph Gutierrez
,

Senior Vice President, International Wealth Advisor

701 Brickell Avenue
Miami, FL 33131
305.416.6635
Learn more about an advisor's background on
Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

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. 


 

Recognition
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Click here to learn more about advisor recognitions
About Me
Welcome

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.

Meet Our Professional Staff
Michelle Herrera-Norori,

CRPC™

Vice President, International Senior Business Manager
305.400.6014
Angelic Mejia
Wealth Management Client Associate
305.530.3617
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch 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.
About Merrill

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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Joseph Gutierrez is registered to do business in CA, CO, DE, FL, GA, IL, MA, MS, NY, SD, TX, UT, VI.