George Gomez
El Paso
Summary
Accomplished Managing Partner/Senior Financial Advisor in private practice with a proven track record at G2 Wealth Management Partners, LLC, adept in retirement and investment planning planning. Spearheaded revenue growth initiatives and forged lasting client relationships through financial administration and strategic insight. Fee based Financial and Investment Planning Practice with emphasis in retirement planning in several states in the United States and Mexico. Extensive management and interpersonal skills. Licensed in Series 7, 66 and Insurance.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Managing Partner/Senior Financial Advisor
G2 Wealth Management Partners, LLC
07.2012 - Current
- Developed comprehensive business strategies by analyzing market trends and internal capabilities.
- Negotiated high-value contracts with clients and businesses, securing profitable partnerships for the company.
- Conduct fee based financial planning strategies forecasts for informed decision-making and risk mitigation.
- Established and implemented retirement and investment solutions to individuals and high net worth individuals.
Vice President/Senior Financial Advisor
JPMorgan Chase, JPMorgan Chase & Co
05.2006 - 07.2012
- Managed financial planning and investment processes, ensuring fiscal responsibility and maximizing return on investments.
- Developed new revenue streams by identifying growth opportunities and forging strategic partnerships.
- Identified opportunities to improve investment opportunities to enhance client relationships.
- Championed development programs, promoting advisor engagement and client retention.
- Delivered strong financial performance despite challenging economic conditions by executing prudent risk retirement management strategies throughout all aspects of banking client relationships.
- Increased company growth through collaboration with sales and marketing.
- Established and maintained strong relationships with customers, vendors and strategic partners.
- Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
- Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Managed client portfolios on consistent basis and contacted clients to provide details on investments.
- Established a strong referral network by fostering relationships with industry professionals such as attorneys, CPAs, and real estate agents.
Vice President/Senior Financial Advisor
Morgan Stanley, Wealth Management
05.2004 - 07.2006
- Transformed customer experience by designing and executing comprehensive service improvement initiatives aimed at enhancing satisfaction levels.
- Delivered strong financial performance despite challenging economic conditions by executing prudent risk management strategies throughout all aspects of business operations.
- Increased company growth through collaboration with sales and marketing departments.
- Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
- Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
- Mentored junior advisors to enhance team performance and drive overall success within the firm.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Generated new business leads through extensive networking, referrals, and strategic partnerships.
- Assisted clients during major life events such as retirement planning or college funding preparations.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio.
Division Manager
Wadell and Reed Investment Firm
01.2002 - 05.2004
- Exercised independent judgment in onboarding, training and motivating division staff to maximize performance.
- Fostered a positive work environment through open communication channels, transparent decision-making processes, and employee recognition programs.
- Supervised daily planning, coordination and administration for division operations.
- Enhanced employee performance with comprehensive training programs and ongoing professional development opportunities.
Market Area Manager
American General Financial Services
07.1996 - 07.2002
- Maintained expert knowledge of industry trends and best practices by attending conferences and participating in professional development opportunities.
- Improved customer satisfaction ratings with consistent follow-up and proactive problemsolving.
- Optimized pricing structures based on data analysis of regional price sensitivity, maximizing profit margins across product lines.
- Developed strong relationships with key clients, resulting in long-term business partnerships and repeat customers.
Education
BBA - Accounting And Finance
University of Devonshire
Devonshire 12-1977
Skills
- Revenue growth
- Strategic planning
- Operations management
- Financial administration
- Strategic planning skills
- Business development
Certification
- [2024 Texas Five Star Wealth Manager]
- [2021 and 2022 Platinum Achiever/AIG)]
- [2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, LPL Financial Freedom Club Award]
- FINRA Series 7 and 66 Securities Licensed.
- Securities and Insurance Registered in Texas, New Mexico, Arizona, California, Colorado, ,Oklahoma and Pennsylvania.
2024 Texas Five Star Wealth Manager
Texas Monthly Recognition and awarded a Five Star Wealth Manager Star.
Languages
English
Full Professional
Spanish
Full Professional
Interests
- I enjoy helping others and giving back to the community
- Exploring famous landmarks, historical sites, and cultural attractions in new destinations while traveling in different countries
- Participate in playing golf and motorcycle riding
Timeline
Managing Partner/Senior Financial Advisor
G2 Wealth Management Partners, LLC
07.2012 - Current
Vice President/Senior Financial Advisor
JPMorgan Chase, JPMorgan Chase & Co
05.2006 - 07.2012
Vice President/Senior Financial Advisor
Morgan Stanley, Wealth Management
05.2004 - 07.2006
Division Manager
Wadell and Reed Investment Firm
01.2002 - 05.2004
Market Area Manager
American General Financial Services
07.1996 - 07.2002
- [2024 Texas Five Star Wealth Manager]
- [2021 and 2022 Platinum Achiever/AIG)]
- [2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, LPL Financial Freedom Club Award]
- FINRA Series 7 and 66 Securities Licensed.
- Securities and Insurance Registered in Texas, New Mexico, Arizona, California, Colorado, ,Oklahoma and Pennsylvania.
BBA - Accounting And Finance
University of Devonshire