Joseph Gonzalez
Wealth Relationship Manager
NMLS#: 1607481
- Phone: (914) 428-1315
E-Mail: joseph.gonzalez@citi.com
137 Mamaroneck
White Plains,
NY
10601
137 Mamaroneck
White Plains,
NY
10601
- Spanish
As a Citigold client, you have access to comprehensive banking and wealth management, backed by the power of Citibank for banking and Citi Personal Wealth Management for investments that fit your lifestyle. You may also enjoy preferred pricing, concierge services, enhanced digital capabilities and global travel perks.
A Wealth Relationship Manager is your personal connection to Citi’s full range of products and services, proactively helping you with everything from everyday banking transactions to offering personalized service. Whether meeting your banking needs directly or working together with a Citi Personal Wealth Management Wealth Advisor, your dedicated Wealth team can help with your short- and long-term financial goals, giving you greater peace of mind and financial freedom.
About Joseph Gonzalez
As a Wealth Relationship Manager, I focus on building trusted relationships and delivering thoughtful financial strategies designed around each client's unique goals. I take pride in providing a personalized approach to wealth management - one that blends strategic insight, financial discipline, and forward thinking solutions.
My approach is rooted in understanding clients' evolving priorities and empowering them to make informed decisions with confidence. Whether guiding families through long- term planning or helping individuals strengthen their financial foundations, I aim to create clarity and consistency in every interaction.
Collaboration is at the core of what I do. By working with Citi's wide network of experienced professionals, I connect clients with a full spectrum of products and services across banking, borrowing, and investing. Together, we deliver solutions that align with their short-term needs and long-term aspirations.
Throughout my tenure in banking, I've built a career on trust, adaptability, and innovation - values that continue to guide how I serve clients every day. My goal is simple: to help clients achieve financial success with confidence and purpose.