Where more is BETTER

Yailin Alfonso

Senior Client Service Associate
D: 305.461.6620

Before joining Raymond James in July of 2022, Yailin served as a new accounts officer at UBS International for more than 15 years. During her time at UBS Yailin began as a client service associate primarily servicing clients in Latin America. Shortly after she transitioned into the New Accounts department at UBS where she facilitated the onboarding of clients, both retail and Institutional. Yailin brings exceptional organizational skills and extensive experience from her previous organization to The Americas Group.

In her current role, Yailin is responsible for numerous administrative duties, such as: account opening and maintenance, money movement, paperwork/processing, client communications, and assisting financial advisors with various other tasks.

Currently, Yailin lives in Miami, FL with her two beautiful daughters, Valeria and Ella and her husband Daniel. She enjoys volunteering at her children’s school and being an advocate for the March of Dimes (Miami Chapter). On her spare time, Yailin loves spending as much time as possible with her family.

Yailin Alfonso


AG

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Concierge-level service is our signature, and we’re ready to serve you with special attention to your every need.

Miami
2333 Ponce De Leon Blvd // Suite 500
Coral Gables, FL 33134
T: 305.461.6670
TF: 800.523.3295
F: 901.312.6882
Map and Directions
Boca Raton
1 Town Center Road // 10th Floor
Boca Raton, FL 33486
T: 561.981.3690
TF: 800.327.1055
F: 866.206.2609
Map and Directions

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