Nabil D. Gutierrez

Driving success through a detail-oriented approach

Nabil is responsible for day-to-day financial accounting, portfolio reconciliations, and data management, playing a vital role in supporting the firm’s commitment to helping clients achieve their goals. She enjoys the problem-solving nature of her work, especially when it comes to analyzing data. “I enjoy working on financial data analysis and coming up with takeaways from the data,” she says. “I am naturally curious and enjoy learning.”

An asset to the team

Since joining Grand Wealth in 2024, Nabil has brought precision in technical analysis to her role. Working behind the scenes, she also handles bookkeeping, preparing financial reports, processing payroll and managing accounting needs. She ensures that this important work is seamless and reliable.

Nabil has brought valuable expertise from her previous work in financial data analysis and investment research. Her experience at Bank of American has provided her the skillset to manage complex financial tasks with accuracy and efficiency.

Finding purpose through meaningful work

Nabil finds the most satisfaction in seeing her work helping colleagues and clients make key decisions and pursue what matters most to them. “I enjoy working for a company that helps people make financial decisions. These decisions can be highly individual and require deep and personal connections between clients and advisors, which Grand Wealth excels at,” she says.

Outside of work, Nabil loves trail running, hiking, reading, podcasts, and spending time with her family, friends, and dog. She also enjoys backpacking and is excited to discover more of Michigan.