Jaime A. Gutierrez
I am a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management, where I focus on working with business owners and helping them align both their business and personal financial goals. Since joining Merrill in 2022, I've committed myself to building meaningful relationships, delivering thoughtful guidance, and contributing to the strong culture of leadership and service within our firm.
I began my financial career at Citibank, where I advanced from Wealth Coach to Wealth Advisor by building trust, communicating clearly, and helping clients navigate their financial lives. That foundation eventually led me to Merrill, where I've continued to grow both as an advisor and as a leader.
Within the firm, I serve as Board Chair of the Merrill Lone Star Market Board of Directors (2023–2026). In this role, I help drive initiatives that support advisor development, strengthen our internal culture, and expand our community engagement across Texas. Mentoring emerging professionals and supporting team growth are some of the most meaningful parts of my work.
My Licenses & Registrations
• Series 7-General Securities Representative
• Series 66-Uniformed Combined State Law
• Series 3-National Commodities Futures
• General Lines Life and Health
My Commitment to the San Antonio Community
Serving the San Antonio community is one of the most fulfilling parts of my career. I'm proud to have been selected for both the:
• Alex Briseño Leadership Development Program (ABLDP) 2025
• Leadership San Antonio (LSA50)
Through these programs, I've worked with civic leaders, nonprofits, business coalitions, and community organizations to better understand the needs and opportunities across our city. I've participated in initiatives focused on economic development, community outreach, youth leadership, and strengthening engagement between local businesses and the broader community.
My Background
Before entering financial services, I built leadership experience as Sales Manager at James & James Formalwear and as CEO of Loop Social, LLC. These roles taught me valuable lessons about business operations, client service, and entrepreneurship-insights that continue to shape how I advise and support my clients today.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
