Merrill Lynch Financial Advisor Dean Woolworth

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Financial consultant in Lake Oswego, OR (show on map)

A Merrill Lynch Wealth Management practice in Miami offering personalized wealth management, investment, banking, and insurance solutions.

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About

Broucek, Gutierrez & Associates is a Merrill Lynch Wealth Management practice located at 701 Brickell Avenue, Floor 10, Miami, FL 33131. The firm's mission is to understand clients' goals and provide personalized financial advice and guidance throughout the financial planning process.

They offer access to Merrill investment insights, Bank of America banking and lending solutions, trust and fiduciary services, and insurance products. The team includes Senior Vice Presidents Gerald Broucek and Joseph Gutierrez, along with other financial advisors and client associates. The firm has been recognized by Forbes as a Best-in-State Wealth Management Team and Best-in-State Wealth Advisor.

Access to Merrill investment insights and Bank of America banking solutions

Personalized financial planning based on behavioral finance

Single point of contact for comprehensive financial services

Forbes Best-in-State recognition

Investment Personality Assessment tool

Services

Wealth Planning

Comprehensive wealth management including investment strategies, wealth accumulation, preservation, and transfer planning.

Personalized financial planning Investment personality assessment Behavioral finance-based approach Multi-generational wealth transfer strategies

Personal Banking

Access to banking products and solutions from Bank of America.

Banking convenience Single point of contact Integrated financial services

Lending

Lending solutions provided through Bank of America.

Mortgage solutions Trust professional access Banking products

Investing

Access to a wide range of investment solutions from Merrill.

Merrill investment insights Full suite of investing solutions Brokerage and advisory services

Retirement & Savings

Retirement planning and savings account solutions.

Retirement planning Savings accounts College funding strategies

Insurance

Insurance products offered through Merrill Lynch Life Agency Inc.

Life insurance Annuity products Licensed insurance agency

Credentials & Certifications

CFP®

AAMS™

CRPC®

Frequently Asked Questions

What is the mission of Broucek, Gutierrez & Associates? +

To understand clients and what matters most to them, providing personalized financial advice and guidance throughout the financial planning process, helping clients pursue their financial goals while managing investment risk.

What services does Broucek, Gutierrez & Associates offer? +

Wealth planning, personal banking, lending, investing, retirement and savings accounts, insurance, and access to Merrill and Bank of America investment and banking solutions.

Where is Broucek, Gutierrez & Associates located? +

701 Brickell Avenue, Floor 10, Miami, FL 33131.

What is the Investment Personality Assessment? +

A tool developed by Merrill based on behavioral finance research to help advisors understand a client's investing preferences and personality, enabling a more customized financial approach.

Who are the advisors at Broucek, Gutierrez & Associates? +

The team includes Gerald Broucek, Joseph Gutierrez (CFP®), Nelson Hernandez, Michelle Herrera-Norori (AAMS™, CRPC™), and Angelic Mejia.

What recognition has the firm received? +

Forbes Best-in-State Wealth Management Teams (2023-2025) and Forbes Best-in-State Wealth Advisors (2025-2026).

What is the firm's approach to financial planning? +

A dynamic, personalized process that starts with understanding the client's goals and life priorities, then designing and implementing a financial strategy that evolves over time.

Does the firm offer insurance products? +

Yes, insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.