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

Investing

How AI can boost productivity and jump start growth

July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Outlook

Eye on the Market: The lion in winter

July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
Wealth Planning

Insight 7: Develop a capable and committed rising generation

July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
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