Title: Senior Financial Advisor
Company: Merrill Lynch
Location: Palm City, Florida, United States
Lino Gutierrez, Senior Financial Advisor at Merrill Lynch, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in monetary planning.
After initially obtaining a Bachelor of Science in finance from Florida Atlantic University in Boca Raton, Florida, Mr. Gutierrez completed graduate coursework in business and wealth management planning. He has excelled as a financial adviser since 1999 and as a senior financial advisor with Merrill Lynch from 2008 to the present and has earned a place in the Merrill Lynch President’s Club each year from 2019 to 2021. Mr. Gutierrez’s specialties include wealth management and legacy planning.
Taking a different approach to his clients is what Mr. Gutierrez believes has helped contribute to his success as a financial advisor. He is more of a relationship advisor, and uses a comprehensive approach to a client profile, taking into account the client’s full financial picture. As a career highlight, he cites assisting families transfer wealth in a tax-efficient process, saving them millions of dollars by doing so. In the coming years, Mr. Gutierrez’s goal is to secure his designation as a certified trust financial advisor. He has volunteered at many charitable organizations and has a lifelong interest in supporting many of the area not for profit charities that benefit underprivileged children and their families.
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