Larissa Gutterman

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Larissa Gutterman

Client Relations Associate

Larissa Gutterman joined Waterworth Wealth Advisors, LLC in March of 2024 as a Client Relations Associate. She is dedicated to providing a delightful overall experience for our clients and assisting our advisors in doing the same. Larissa brings experience from both Charles Schwab and Pension & Wealth Management Advisors in Waltham, MA. She spent over three years providing wealth managers and their clients with account services, technology support, investment trades, and understanding complex strategies. Larissa believes attention to detail and strong follow-through are vital to achieving our clients’ ultimate goals.

 

Larissa brings a unique blend of financial expertise, strong communication skills, and a passion for client satisfaction. Her commitment to excellence and background in the financial services industry make her an asset to the clients at Waterworth Wealth Advisors, LLC.

 

Larissa graduated from Texas Christian University. She holds FINRA Series 3,7, and 63 licenses. Larissa enjoys being active in the Grapevine community and serves on the Board of Directors of Lake Grapevine Runners and Walkers.

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