Yvonne joined Moors & Cabot in the spring of 2018 with nine years of experience as a financial advisor. Prior to joining Moors & Cabot as an independent office, she was with Edward Jones for nine years. While there, she achieved the Eagle Award, Top 25% in Client Service, and the Top 150 Award and served in roles of leadership, training and mentoring new financial advisors. She holds her A.A.M.S, series 7, 66, and Life, Health & Annuities licenses.
Yvonne’s ability to actively listen helps her identify and understand the unique goals, concerns, and situations of each client and then customize a financial plan for pursuing their long-term objectives (from savings and investing for retirement to achieving financial independence). Client education is very important to her, and she works closely with her clients to help them make sense and understand their personal investments.
Active in the community, Yvonne has been on the Crestview Area Chamber Executive Board as the Strategic Development Chair for the last three years. She is a Kiwanis member and past president, and she also sits on the Okaloosa County Scholarship Foundation and the newly formed board for the Take Stock in Children program.
Originally from Groveport, Ohio, Yvonne now lives in Crestview, Florida. In her free time, she enjoys spending time with her three grown children and eight grandchildren, traveling, or playing a round of golf at the local golf course.
Background and qualification information is available at FINRA's BrokerCheck website
My Media Library
No Videos have been posted yet
No Documents have been posted yet.
No Images have been posted yet.
No Links have been posted yet.