As her team’s go-to problem solver, Yvonne manages new accounts and fosters an efficient office environment. She uses her 25-plus years of experience in the financial industry to help her team with an array of matters. Knowledgeable and dependable, Yvonne is committed to providing an exceptional client experience while helping advisors do the best job possible.
A graduate of Eastern Michigan University, Yvonne holds a bachelor’s degree in business administration, with a concentration in major operations and research information systems. In 1993, a few months after her college graduation, Yvonne accepted the role of client service associate at Merrill Lynch. She later worked for Prudential Securities as the regional manager’s assistant and for Morgan Stanley as a registered client associate and operations manager. Prior to joining Raymond James in 2019, Yvonne worked at UBS Financial Services for a decade and was promoted from senior registered client service associate to wealth management associate.
Yvonne lives in her hometown of Garden City, Michigan. In her free time, she enjoys reading, attending concerts and the theater, and riding motorcycles. She also used to play co-ed softball and volleyball and is planning on traveling to New Zealand and Australia in 2020.