Roy Gutierrez is a financial advisor with Gutierrez Wealth Advisory, LLC in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and over 45 years of industry experience. He worked at UBS Financial Services for 35 years before joining Purshe Kaplan Sterling Investments and later founding his current firm. Gutierrez also sells fixed and traditional insurance products as a licensed agent.
Gutierrez Wealth Advisory serves individuals, trusts, estates, charitable organizations, and business entities, providing financial planning, investment management, wealth management, and retirement-plan consulting. The firm employs a strategic asset allocation process tailored to client risk profiles, managing portfolios with a mix of ETFs, mutual funds, third-party managers, alternatives, structured products, private investments, and, when appropriate, digital assets.