Camilo Gutierrez
Advisor at Merrill — Miami, FL Brickell Ave
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
26 years
Location
Miami, FL 33131
Merrill
Institution
Camilo Gutierrez is a Private Wealth Advisor at Merrill Private Wealth Management, where he has dedicated over 26 years to advising ultra-high-net-worth families, entrepreneurs, and business owners. His career includes leadership of BBVA's International Trading Desk in Latin America, where he focused on currency transactions, fixed income, and derivatives. This professional background has shaped his expertise in global markets and wealth management.
Camilo specializes in helping international families navigate complex issues such as investment strategies, estate planning, and governance decisions. His approach centers on stewardship, aiming to align financial success with family values and the aspirations of future generations. His client focus areas include college education planning, divorce transition planning, institutional consulting, services for endowments and nonprofits, employee financial health, small business strategies, sports and entertainment, tax minimization, and retirement income.
He holds a Bachelor’s degree in Business Administration from the University of Hartford and a High School Diploma from Moravian Academy. Camilo is a Personal Investment Advisor (PIA) and holds Series 7 and 65 FINRA registrations. He is fluent in English and Spanish. Outside of his professional life, Camilo enjoys boating, fishing, golfing, reading, scuba diving, soccer, swimming, traveling, and spending time with his family in Coral Gables, Florida.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Miami, FL Brickell Ave
701 Brickell Ave, Pbig Florida Pwm Brickell
Miami FL 33131
Advisors at this office
225
Florida · Texas
26 years of industry experience
Bank Of America, N.A.
2015 - Present • 11 years
Miami, FL
Merrill
2000 - Present • 26 years
Miami, FL
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