Winslow, Evans & Crocker, Inc

Investment Advisor
in Boston, MA
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About this Advisor

Joan Gonzalez is a certified financial planner in Boston, Massachusetts. Currently an advisor with Winslow, Evans & Crocker, Inc, they have accrued 11 years of practice as an investment advisor. Gonzalez holds a Series 63 license, certifying the advisor as a securities representative. Gonzalez is able to serve clients based out of Massachusetts. During their career, Gonzalez has held roles at Boston University, Nyl Insurance Co, Nylife Securities LLC, Eagle Strategies LLC, Ritchie Financial, LLC, Nylife Securitties LLC, Winslow, Evans & Crocker, Inc and The Midas Collaborative. Winslow, Evans & Crocker, Inc is based out of Boston, Massachusetts. In aggregate, Winslow, Evans & Crocker, Inc oversees $648 million in assets throughout 1,629 accounts and employs more than 50 people. The level of assets currently under the firm's management makes it one of the larger firms in the country. The firm manages 1,367 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 4% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Winslow, Evans & Crocker, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions



Office Location

175 Federal Street 6Th Floor
Boston, MA 02110

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Winslow, Evans & Crocker, Inc Brokerage Details

Total Assets Under Management


MA Average: $16,012,751,954
Total Number of Employees


MA Average: 118
Total Number of Accounts


MA Average: 4,567
Average Account Size


MA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Joan Gonzalez Work History

Joan has 11 years of experience.

2014 - Present (5 years)

Winslow, Evans & Crocker, Inc

2013 - Present (6 years)

The Midas Collaborative

2011 - 2012 (1 year)

Eagle Strategies LLC

2010 - 2012 (2 years)

Ritchie Financial, LLC

2010 - 2012 (2 years)

Nylife Securitties LLC

2009 - 2010 (1 year)

Eagle Strategies LLC

2009 - 2010 (1 year)

Ritchie Financial, LLC

2008 - 2010 (2 years)

Nyl Insurance Co

2008 - 2010 (2 years)

Nylife Securities LLC

2007 - 2008 (1 year)

Boston University


Joan Gonzalez has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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