Jaime G. Email and Phone Number
Jaime G. work email
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Jaime G. personal email
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Jaime Gutierrez is a seasoned financial advisor at Merrill Lynch Wealth Management since 2022, focusing in working with business owners. He understands the unique financial needs of entrepreneurs and provides potential tailored solutions to help them achieve both business and personal financial goals. With significant experience in financial planning, investment management, and insurance, Jaime offers guidance to navigate the complexities of financial management. Jaime holds key certifications, including the National Commodities Futures License, Series 66, and Series 7 FINRA registrations, as well as an insurance registration from the Texas Department of Insurance. His career includes leadership roles such as Sales Manager at James & James Formalwear, CEO of Loop Social, LLC, and Wealth Advisor at Citi. Jaime's broad experience makes him a valuable asset in the financial services industry
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Financial AdvisorMerrill Lynch Wealth Management Oct 2022 - PresentMerrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.Merrill's Financial Advisors and Wealth Management Client Associates… Show more Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Show less -
Assistant Vice President, Wealth AdvisorCiti Personal Wealth Management Jul 2020 - Oct 2022
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General ManagerJames & James Formalwear Apr 2005 - May 2020
Jaime G. Skills
Jaime G. Education Details
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University Of Texas SystemHigh School Diploma/Ged
Frequently Asked Questions about Jaime G.
What company does Jaime G. work for?
Jaime G. works for Merrill Lynch Wealth Management
What is Jaime G.'s role at the current company?
Jaime G.'s current role is Financial Advisor, Senior Portfolio Advisor.
What is Jaime G.'s email address?
Jaime G.'s email address is ja****@****oup.com
What schools did Jaime G. attend?
Jaime G. attended University Of Texas System.
What skills is Jaime G. known for?
Jaime G. has skills like Retail, Marketing Strategy, Merchandising, Customer Service, Brand Development, Marketing, New Business Development, Microsoft Office, Management, Online Marketing, Social Media Marketing, Trend Analysis.
Who are Jaime G.'s colleagues?
Jaime G.'s colleagues are Bala Trichy Iyer, Colin Reed, Siti Haryani Fields, Alexander Lamont, Tim Biggalo, A Eng, Wailan Martin.
Not the Jaime G. you were looking for?
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Jaime Almeida
Santa Clara, Ca5gmail.com, delphi.com, condumex.com.mx, gmail.com, valeo.com2 +163125XXXXX
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2colohfa.org, chfainfo.com
3 +130329XXXXX
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