Ana D. Gonzalez
Senior Client Associate
Ana began her career in the financial services industry as a client associate with Merril Lynch in 2009. She supports the firm by overseeing the day to day administration of accounts - including opening new accounts, updating existing account information, managing account transfers, and answering questions regarding statements.
Ana takes great care to ensure client administrative and operational needs are handled accurately and quickly. She is dedicated to developing strong, valuable relationships with the clients she serves.