Michelle GonzalezMichelle GonzalezSenior Client Associate
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
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October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowLosing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowWhat to do with inheritance money: Managing cash, securities and gifting strategies
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October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowA historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowEstate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now