Joe Gutierrez has been helping clients in South Florida improve their financial portfolios for over 23 years.
PALM CITY, FL, August 01, 2022 /24-7PressRelease/ -- Joe Gutierrez has been included in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Joe Gutierrez has been helping clients in South Florida improve their financial portfolios for over 23 years. Working under the mantra that "money is personal," Mr. Gutierrez feels he is successful in helping his clients when he has the opportunity to hear what is deeply important to them, and help them create a plan to pursue their most important goals.
As a Senior Financial Advisor at Merrill Lynch, Mr. Gutierrez attributes his success to recognizing that each client is unique. Each has a distinct combination of goals, aspirations, fears and wishes. Therefore each plan and strategy should be individually crafted to balance those important factors. He has learned that long-term financial progress requires understanding his clients as much as understanding the markets.
Mr. Gutierrez holds a Bachelor of Science in Finance from Florida Atlantic University. In light of his professional accomplishments, he has been named to the President's Club at Merrill Lynch since 2019. Outside of work, Mr. Gutierrez enjoys boating, golfing, fitness, and vacationing at Disney World with his family. He has volunteered with many charitable organizations over the years and has a lifelong interest in supporting many of the area's non-profit charities that benefit underprivileged children and their families.
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Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Today, Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. Marquis® now publishes many Who's Who titles, including Who's Who in America®, Who's Who in the World®, Who's Who in American Law®, Who's Who in Medicine and Healthcare®, Who's Who in Science and Engineering®, and Who's Who in Asia®. Marquis® publications may be visited at the official Marquis Who's Who® website at www.marquiswhoswho.com.
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