Advisors at this firm
Leighann A
Series 63, Series 65
Little Rock, AR
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 licenses and previously worked at UBS Financial Services Inc. for 28 years and Purshe Kaplan Sterling Investments for three years. Gutierrez Wealth Advisory serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial planning, investment management, and wealth management services. The firm uses a strategic asset-allocation framework tailored to client risk profiles and incorporates a range of investment instruments, including ETFs, mutual funds, alternatives, and digital assets.
Roy G
Series 63, Series 65
Little Rock, AR
Gutierrez Wealth Advisory, LLC
Roy Gutierrez is a financial advisor at Gutierrez Wealth Advisory, LLC in Little Rock, AR, with 44 years of industry experience. He previously worked at UBS Financial Services Inc. for 35 years and Purshe Kaplan Sterling Investments for 3 years. Gutierrez holds Series 63 and Series 65 licenses and is also registered as a fixed insurance agent. Gutierrez Wealth Advisory serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial planning, investment management, and retirement plan consulting. The firm employs a strategic asset-allocation approach tailored to client risk profiles and utilizes a range of investment instruments, including ETFs, mutual funds, alternatives, and digital assets.
Hillary C
Series 66
Little Rock, AR
Gutierrez Wealth Advisory, LLC
Hillary Canterbury is a financial advisor at Gutierrez Wealth Advisory, LLC with 23 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 16 years and Purshe Kaplan Sterling Investments for two years. Gutierrez Wealth Advisory serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with financial planning and wealth management services. The firm uses a strategic asset-allocation framework customized to client risk profiles and offers investment management primarily through ETFs, mutual funds, and selected third-party managers, along with advisory services for alternatives, structured products, options, and digital assets.
David G
Series 66
Little Rock, AR
Gutierrez Wealth Advisory, LLC
David Gutierrez is a Series 66-registered financial advisor with 18 years of industry experience. He is a co-founder and Chief Compliance Officer at Gutierrez Wealth Advisory, LLC, and previously worked at UBS Financial Services for 15 years. Gutierrez also holds insurance agent licenses for fixed and traditional insurance products. Gutierrez Wealth Advisory serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial planning, discretionary and non-discretionary investment management, and retirement plan consulting under ERISA. The firm uses a strategic asset-allocation framework customized to client risk profiles, primarily implementing portfolios through ETFs, mutual funds, and selected third-party managers, while also advising on alternatives, structured products, options, and digital assets.