Our associates:

Joan Gonzalez, CFP®, First Vice President
Phone: (617) 896-3570  Fax: (617) 227-5505 | jgonzalez@e-winslow.com
Location: Boston - Headquarters | Directions


Joan is First Vice President for the Financial Planning Group at Winslow, Evans & Crocker, Inc. and holds the Certified Financial Planner™ certification. Joan has over 20 years of financial services industry experience and specializes in personal financial planning, portfolio administration, institutional marketing, insurance planning, and mortgage financing. She has held positions at Fidelity Investments, Eaton Vance Management, and New York Life Insurance Company as well as smaller registered investment advisers.

Joan is a member and past Partnership Director and Board Member of the Financial Planning Association of Massachusetts, an honors graduate of Boston University with a degree in Marketing Management, and a Financial Stability Coach with a MA non-profit organization that provides planning and educational assistance for low and moderate income families in Massachusetts. She is also a member of Mothers & More, a non-profit organization dedicated to improving the lives of mothers through support, education and advocacy.