Welcome Message

The Gonzalez / Sorenson Group, based in Salt Lake City, Utah serves affluent clients with diverse investment needs and goals. Team Philosophy:  Success Brings PrivilegesIt also leads to more complex lives and financial responsibilities. Managing wealth takes time, energy and a considerable amount of focus. That’s where we come in.*What We Do – We oversee and manage the complex financial lives of wealthy families, Entrepreneurs and Company Executives to help them achieve financial goals. We take a holistic approach to wealth management and operate from a flexible platform that allows us to offer a complete suite of services.*Client Service – Clients and their families come first. Our objective is to always treat clients like family. We give clients the value and respect they deserve.*Reputation – The ultimate health of our business is determined by our reputation. The reputation of the Gonzalez / Sorenson group among clients and community drives our long term success.*Relationship – What we love the most about our business is the long term relationships we develop with clients. We build trust and respect by being dedicated to the individuals needs and goals. *Advise – We offer advice, tailored to your needs. Direct and specific advice. Successful investing requires insight, focus, and conviction.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

60 East South Temple
20th Fl
Salt Lake City, UT 84111
US
Direct:
(801) 578-8000(801) 578-8000

Meet The GS Group

Photo of Jennifer McDermott

Jennifer McDermott

Senior Registered Associate

About Me

Jay is a Senior Vice President, Financial Advisor with Morgan Stanley based in Salt Lake City Utah.

Jay is a lead member of a four person team that advises high-net-worth individuals, foundations and organizations on all aspects of financial management. Jay has more than three decades of experience overseeing and managing the increasingly complex financial lives of wealthy families, entrepreneurs, corporate executives and private foundations. He is responsible for developing investment strategy, portfolio design and construction, access to cash management and lending solutions, managing restricted/concentrated stock positions, and executive services.

Originally from South Florida, Jay earned a B.S. in Finance from Brigham Young University in 1987.  After graduation he joined Merrill Lynch as a Financial Advisor.  After 30 years at Merrill Lynch, Jay and his team moved their practice to Morgan Stanley’s Salt Lake City office.
Securities Agent: UT, TX, WY, WA, VA, OK, NY, NV, MI, ID, GA, FL, CT, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 510777

About Me

David has more than two decades of experience overseeing and managing the increasingly complex financial lives of wealthy families, entrepreneurs, corporate executives and private foundations. David is responsible for developing investment strategy, portfolio design and construction, credit & lending, managing restricted/concentrated stock positions, and executive services. David's experience includes working with Venture Capital Funds, Private Equity Funds and entrepreneurs in the Technology, Healthcare, Real Estate, and Oil & Gas Industries. A graduate of Utah State University with a degree in Finance and Marketing, David has completed advanced training at the University of Pennsylvania's Wharton School of Business and at the Haas School of Business at UC Berkley and earning his Certified Investment Management Analyst CIMA designation in 2005.
Securities Agent: UT, TX, WY, WA, VA, OK, NY, MN, ID, GA, FL, CT, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 510787

About Me

Jennifer has worked in the financial services industry since 2005.  Jennifer graduated from Westminster College, Magna Cum Laude, with a degree in Finance. She loves playing golf and spending time with her husband Matt and their two children.
Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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Consolidate Your Cash at a Competitive Rate

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Morgan Stanley and Justin Rose: A Winning Team

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Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
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Your Financial World. On the Go.

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With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
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Reserved | Living & Giving

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Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
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Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact The GS Group today.
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