Tony G. Gonzalez
Tony Gonzalez is a Senior Vice President, Private and Institutional Client Advisor at Bank of America Private Bank in San Jose, California, where he specializes in guiding high-net-worth individuals, families, nonprofits, endowments, foundations, and business owners through every phase of their financial journeys. With extensive experience across wealth management, commercial banking, business banking, and retail banking, Tony brings a holistic understanding of client needs at each life stage and career milestone.
Tony’s approach is rooted in personalized, boutique private banking. By seamlessly integrating bespoke financial strategies with cutting-edge digital resources, he helps to ensure his clients receive tailored and appropriate solutions designed to grow, preserve, and transfer their wealth. His deep financial expertise allows him to offer comprehensive strategies that align with both immediate and long-term objectives, always grounded in the client’s unique values and goals.
Leading a team of seasoned professionals, including a Wealth Strategist, Portfolio Manager, Trust Officer, and Client Manager, Tony provides specialized expertise in family trusts, tax optimization, estate planning, private philanthropy, and more. His team offers highly customized and appropriate solutions in banking, lending, investment management, business succession planning, and wealth structuring, helping to ensure that each client’s needs are met with precision and care.
In addition to his client work, Tony is a leader within the Hispanic Latino Business Council at Bank of America, where he advocates for financial literacy and economic empowerment in the community. He actively champions financial education through the Better Money Habits® seminars and serves on the board of Second Harvest of Silicon Valley, supporting initiatives that enhance economic mobility and combat food insecurity.
Tony holds an MBA from the Lucas Graduate School of Business at San Jose State University and is fluent in Spanish, enabling him to extend his impact and support to the Hispanic Latino community.
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank's personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies, or plan future growth, our commitment is to make your goals our priority.
At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus in on providing today's clients with disciplined financial strategies and a bridge across generations.