Introducing Yvonne Weatherell
An attentive and focused advisor, Yvonne Weatherell develops a long-term relationship with clients that makes them feel truly understood and valued. Willing to go above and beyond for clients, while truly listening to their concerns and needs allows Yvonne to assist them in reaching their financial goals – keeping them up-to-date on their progress and on the right path toward financial success.
Yvonne has more than 20 years experience in the financial services industry. She has presented at numerous events and seminars. A member of the Women’s Sales and Ad Club of Belleville for the past several years, she has acted as treasurer and First Vice Chair of the club. She is also an active member of the Women’s Small Business Network. Yvonne believes in creating a portfolio specifically tailored for each client based on their individual needs and goals.
Services
Yvonne offers a wide range of investment services, specializing in:
- educating clients on their investment choices;
- structuring portfolios to create cash flow during retirement;
- providing clients with tax efficient strategies;
- helping clients organize their financial affairs.
Choosing Yvonne as your financial advisor means developing a relationship with a financial advisor who truly caters to your needs, and who knows and understands what your concerns are for your future.
