Tonya Gatt

Tonya goes beyond the traditional role of an advisor helping to ensure your goals, concerns, and attitude about investing are the foundation of your financial plan. Tonya began her advisory career at Merrill Lynch Wealth Management in New York City at the prestigious Rockefeller Plaza, before a safe return home to New Orleans during the pandemic.  Prior to Merrill, Tonya worked on Wall Street in New York City managing Manhattan’s elite wealth at JP Morgan Chase.For over 10 years, Tonya guided philanthropic giving and endowments at many institutions including Tulane University, Catholic Charities Archdiocese of New Orleans, and the United Way of Greater New Orleans.  Tonya received her Masters degree from Tulane University and her Bachelor of Science degree from Louisiana State University.  Synchronizing her passion for farming and historic renovation, Tonya delights in educating clients on the benefits of sustainable and impactful investing strategies seeking positive social and environmental effects. Tonya is a do-It-yourself and wellness enthusiast who enjoys woodworking, beaches, French food, gardening, antiquing and red carpet fashion.*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.