Gutierrez Wealth Advisory, LLC

Leighann Arthur is a financial advisor at Gutierrez Wealth Advisory, LLC with 31 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for 28 years before joining Gutierrez Wealth Advisory in 2022. Gutierrez Wealth Advisory is a small team that provides financial planning, investment management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on strategic asset allocation tailored to each client's risk profile and objectives, managing accounts on a discretionary or non-discretionary basis with annual reviews.

Matthew Gutierrez is a CFA® charterholder with seven years of industry experience. He currently works at Gutierrez Wealth Advisory, LLC, a team-based firm in Scarsdale, NY, and previously held roles at BNY, Boston Consulting Group, NYU Stern School of Business, and UBS Financial Services Inc. Gutierrez Wealth Advisory provides financial planning, investment management, wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on strategic asset allocation tailored to clients' risk profiles and objectives, managing accounts on both discretionary and non-discretionary bases.

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.

Hillary Canterbury is a financial advisor at Gutierrez Wealth Advisory, LLC with 24 years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services and Purshe Kaplan Sterling Investments. Gutierrez Wealth Advisory serves individuals, trusts, estates, charitable organizations, and business entities with financial planning, investment management, wealth management, and retirement-plan consulting. The firm adopts a strategic asset allocation approach tailored to clients’ risk profiles and objectives, managing portfolios with a range of investment vehicles including ETFs, mutual funds, third-party managers, alternatives, and digital assets.

David Gutierrez is a financial advisor with 19 years of industry experience. He is the co-founder, wealth advisor, and chief compliance officer at Gutierrez Wealth Advisory, LLC, and previously spent 15 years at UBS Financial Services. He holds the Series 66 designation. Gutierrez Wealth Advisory provides financial planning, investment management, wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a strategic asset allocation approach tailored to each client’s risk profile and objectives, typically allocating across ETFs, mutual funds, third-party managers, and, where appropriate, alternative investments and digital assets.