Amy A. Gonzalez
Senior Registered Client Service AssociateAmy has over 24 years of Financial Services experience, having started the first eight years of her career at Bear Stearns & Co. and sixteen at Goldman Sachs & Co LLC. She has vast experience in ERISA Plans (e.g. Defined Benefit & Pension plans, etc), as well as retirement, trust & estates, and corporate accounts. She is dedicated in providing excellent client service and enjoys establishing relationships with clients. Amy works closely with Grant Tribble and Charles B. Thompson, and is the primary contact for all their client service needs.
Amy is a graduate of Saint John’s University where she earned a Bachelor of Arts degree and holds FINRA Series 7 and Series 63 licenses. She relocated from New York City to Lady Lake with her husband, Dan, and fur-baby, Bella. Amy loves to travel around the world to experience new cultures, take daily long walks, and enjoys her free time with family and friends.
