Joseph Gutierrez serves as an Advisor Assistant at Brent Financial, where he provides exceptional service and support to clients, assisting with all aspects of account management and ensuring seamless communication between clients and the team.
He has developed a well-rounded professional foundation through experience in sales and by contributing to his family’s local IT management company. He is currently training under Senior Advisor Laurie Schiavone as he transitions into a Junior Advisor role, gaining experience in the financial planning process. He is currently studying for his FINRA Series 7 and 63 securities registrations, as well as life insurance licensing, which he does not yet hold.
Born and raised in Dutchess County, Joseph enjoys spending time outdoors—boating or hiking with his dog. He also has a passion for cars and golf and is always up for a good conversation about either.