Jennifer Gonzalez

Advisor Associate

Jennifer Gonzalez

As a Client Advocate, Jennifer is often our clients’ first point of contact. Jennifer helps maintain communication with our clients by assisting with day-to-day transactions and reporting. With over 16 years of experience in customer service, finance, and office administration, Jennifer is well equipped to assist with any of our clients’ questions. Prior to joining Socius Family Office, Jennifer held client service positions with United Capital Financial Advisors, LLC., Provenance Wealth Advisors, and Gibraltar Private Bank & Trust.

Jennifer earned her Associate of Science degree in Business Administration from Broward College, and holds the Financial Paraplanner Qualified Professional designation.