At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. 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 is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Tony Gonzalez is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in San Jose, California. With a strong commitment to serving high-net-worth individuals, families, institutions, and business owners in Silicon Valley, Tony excels in addressing diverse financial needs.
His approach begins with a deep understanding of each client's unique values and objectives, allowing him to create personalized plans that align with both short-term and long-term goals. Tony seamlessly merges the boutique private banking experience with access to cutting-edge digital resources, ensuring his clients enjoy the best of both worlds.
As a dedicated advisor, Tony leads a local team of experts, including a highly credentialed Wealth Strategist, Portfolio Manager, Client Manager, Trust Officer, and specialists tailored to meet individual client priorities. Their unwavering commitment to clients' best interests is grounded in fiduciary responsibility and the highest standards of care.
Tony's multidisciplinary approach includes guidance from the Wealth Strategist on family trusts, tax optimization, estate planning, wealth transfer, and private philanthropy. The Portfolio Manager leverages extensive research from our Chief Investment Office to provide performance-based investment consultation tailored to clients' unique objectives. Meanwhile, the Private Client Manager offers a comprehensive suite of sophisticated credit and banking solutions, encompassing cash management, custom lending (including fine art, aviation, and yacht financing), real estate financing (investment and owner-occupied properties), and specialty asset management for commercial and residential real estate.
Leveraging his extensive financial services background, Tony specializes in helping business owners navigate critical growth and development stages while aligning their personal wealth strategies. His support spans liquidity events, strategic planning, corporate governance, and succession planning.
Throughout his tenure, Tony's client-centric philosophy, anchored in integrity and transparency, has earned the trust of his diverse clientele. He is bilingual in Spanish, extending his support to the Hispanic Latino community. Prior to his current role, Tony held positions in Bank of America's Consumer Retail Banking, Preferred Small Business Banking, and Global Business Banking divisions, fostering relationships that allow him to deliver the full spectrum of the bank's solutions to his clients.
Tony holds an MBA from the Lucas Graduate School of Business at San Jose State University.
Beyond his professional commitments, he is an active community member and a staunch advocate for diversity and inclusion. Currently serving as the chair of the Silicon Valley Hispanic Latino Business Council (HLBC) within Bank of America, he is dedicated to enhancing economic mobility in the community. Tony also champions financial education through Better Money Habits® seminars and serves on the board of the Latino Education Advancement Foundation (LEAF), connecting disadvantaged youth with vital education assistance and support programs. Additionally, he contributes to addressing food insecurity as a board member of Second Harvest of Silicon Valley, supporting their mission to provide meals to approximately 500,000 individuals each month.
*The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of BofA Corp. This information should not be construed as investment advice and is subject to change. It is provided for informational purposes only and is not intended to be either a specific offer by Bank of America, Merrill or any affiliate to sell or provide, or a specific invitation for a consumer to apply for, any particular retail financial product or service that may be available.
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Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change
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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 for future growth, our commitment is to make your goals our priority.