J Whitmore is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leads The Gattis Whitmore Group, focusing on providing personalized financial advice to individuals, families, and businesses. His approach centers on building strong client relationships to better understand and address their unique financial objectives. J Whitmore has expertise in managing new wealth, personal retirement planning, portfolio management services, and retirement income strategies. His team offers a wide range of solutions tailored to clients' risk tolerance, time horizon, liquidity needs, and investment goals, including income management and equity and fixed income strategies. They also provide cash management and borrowing strategies through the Bank of America platform. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. J Whitmore earned a bachelor's degree in Business Administration from Middle Tennessee State University.

Luisa Gutierrez is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with Merrill since 2019 and previously worked at David's Bridal for six years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.