About Michelle

Michelle Gonzalez is an Associate and Senior Client Associate at J.P. Morgan Wealth Management.

As a member of The Tipp Bruno Team, Michelle works closely with clients, providing reliable administrative and operational support that demonstrates how much she values each relationship. She holds a number of responsibilities within the team, including money movement, client communications, inquiry resolution and scheduling client meetings. Focused on the wellbeing of others, Michelle conveys her enthusiasm for her role by serving as a warm and welcoming presence that is attentive to client priorities. She enjoys speaking with clients, learning about their preferences and needs, and following through on their requests. Her attention to detail, she believes, derives from her years in operations, cementing her rigorous work ethic grounded in precision.

Michelle joined J.P. Morgan Wealth Management in 2023. Earlier, she spent 11 years with Wells Fargo, where she served most recently as a Brokerage Field Support Assistant. In this capacity, she was a liaison for processing new account documentation and other administrative functions. Earlier in her tenure at Wells Fargo, Michelle was a Personal Banker, allowing her to gain an appreciation for the banking and lending needs of high-net-worth clients. Michelle earned her B.A. in English Language and Literature from California State University—Dominguez Hills. She holds FINRA Series 7 and 66 securities licenses.

Originally from Los Angeles, Michelle now enjoys living in San Diego with her husband, Josh, and their cat, Bevers. Michelle and Josh enjoy spending time in their neighborhood—particularly attending live music events, going to music festivals and visiting local breweries.

Insights

Markets

How to better position portfolios before the hard data changes

May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
Outlook

May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach

May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
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