Shirley Gonzalez

Relationship Manager

Shirley serves as a Relationship Manager at The Woodlands office of United Capital Financial Advisors. Shirley’s primary responsibility is to facilitate the establishment of new client relationships as she plays a crucial role in the onboarding process. Additionally, she serves as a valuable resource for clients, addressing any inquiries they may have and providing guidance as needed.

Shirley has over 17 years of experience in the financial services industry. Throughout her career, she has held various positions in client services and operations. Her focus lies in providing outstanding customer service, supporting her team and clients by surpassing expectations, all the while paying close attention to the finer details.

Shirley graduated with a Bachelor of Business Administration in Finance from the University of Houston – Downtown.

Shirley currently resides in Cypress, Texas, with her husband, three children, and their shih-tzu named Lucky.

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