For three decades, Yvonne has provided clients with professional investment advice for wealth management and preservation so they understand why and how to invest. She enjoys the education and coaching relationship that enable clients to use their wealth as a tool to support their life goals, dreams and aspirations.
She applies her extensive experience and skills to promoting stewardship and responsible financial decision-making to help guide individuals investing for independence, prosperity and self-sufficiency.
The wealth planning she does for each client incorporates a process-driven approach to investment planning and portfolio construction, asset allocation evaluation and analysis with a focus on mitigating risk, and strategy construction providing diversification and professional management.
As a managing partner and co-founder of Hall & Dornan Capital Partners, Yvonne is proud to lead a devoted and experienced team of professionals dedicated to earning trust and loyalty through their dedicated service. Together, they guide clients to make effective and informed decisions about their wealth. Yvonne maintains a particular emphasis on helping women and the people they care about.
Yvonne holds several key professional credentials that help her serve the specific and complex needs of her clients. She is a Certified Investment Management Analyst® and a Certified Financial Planner™ professional, one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning.
Yvonne stays current with industry best practices through her involvement with local professional groups committed to adhering to the highest ethical standards and professionalism in the financial services industry. She is a member of the Financial Planning Association, the East King County Estate Planning Council and the Seattle Estate Planning Council.
As an advocate for improving both our local and global communities, Yvonne is an active member of Women Business Owners and serves on the board for the Washington Women’s Foundation. Additionally, she and the team enjoy supporting other organizations locally and nationally focused on creating a better world for women, girls and their families.
Yvonne and Maegan chose to affiliate with Raymond James and to start their own practice in 2023. “Raymond James is one of the largest independent financial services firms in America,” Yvonne says. “The firm’s unique culture of independence gives us complete freedom to offer objective advice based solely on the best interest of our clients. We have access to the robust resources and sophisticated products of an international investment services firm while never compromising our ability to serve our clients as we see fit.”
Yvonne’s career in the financial services industry spans three decades. Previously, she spent 22 years at Wells Fargo Advisors, where she was a managing director of investments and led a five-person team of financial professionals. She was also a financial advisor at Morgan Stanley for more than seven years. Earlier, she worked at IBM for over 12 years, where she was a regional manager serving clients in South Carolina, Washington D.C. and the West Coast. She is a graduate of Berry College in North Georgia, where she earned a Bachelor of Science degree.
Yvonne was born in Tennessee and raised in Georgia. She now calls the Pacific Northwest home and lives in the Issaquah area, where she enjoys hiking and walking in the beautiful outdoors. She also has her 500-hour certification as a yoga teacher and enjoys practicing regularly and teaching periodically.
A summary of Yvonne's credentials and education:
- Certified Financial Planner™ professional
- Certified Investment Management Analyst® (CIMA®)
- Insurance licenses (life, long-term care, fixed and variable annuity)
- CA Insurance License #0C75918
- Resident State: Washington
- Securities registrations (Series 7, 63, 65, 8 and 3)
- Bachelor of Science in business administration and a minor in economics
- Financial advisor since 1993
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investing involves risk and you may incur a profit or loss regardless of strategy selected. Asset allocation and diversification cannot eliminate the risk of fluctuating prices and uncertain returns.
Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.
Raymond James is not affiliated with the above organizations.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.