Yvonne enjoys having conversations with you and your family to get to know you on a deeper level. She understands talking about the future can be a sensitive matter and Yvonne exercises patience when walking you through the wealth planning process. She can help you prioritize your goals and assist you with a financial approach to help you pursue each of them.

 

Prior to joining Merrill in 2005, Yvonne worked for 10 years in the field of accounting and taxation. (Yvonne does not provide accounting or tax advice in her role at Merrill.) She is skilled at working with both sides of the balance sheet and can offer you a 360-degree view of your finances. Yvonne is a CERTIFIED FINANCIAL PLANNERTM professional and follows a disciplined, data-driven approach, to help you validate the work you’ve already done to pursue your retirement goals. With that as a foundation, she can assist you with thoughtful strategies to help bring you closer to the finish line. Yvonne can also review your important financial documents, such as wills, partnership agreements, retirement accounts, and insurance coverage, to see if they are up-to-date and properly titled, alerting you to any exposure you may have and then work with you to help you correct them.

 

Yvonne is especially passionate about empowering entrepreneurs and business owners and can offer access to Bank of America for help in addressing cash flow, lending and other bank-related needs. She can assist owners with workplace 401(k) plan design and fulfilling their fiduciary requirements. Yvonne strives to continuously look down the road and is committed to helping you plan for the day your children take the reins of a family business, or when the valuation can make it the right time for you to sell.

 

Yvonne graduated summa cum laude from Fresno Pacific University with a Bachelor’s degree in business management. She is an executive board member of the North Fresno Rotary and previously served on the board of La Visionaria Guild of Valley Children’s Hospital and is a past Chair of Foundation for Central School where her children attended. Yvonne is a native of Fresno and resides there with her family, a goldendoodle and a chihuahua. Yvonne enjoys cooking and attending classic car shows.

 


Neither Bank of America, Merrill, nor any of their affiliates or financial advisors provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. 

 

A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.


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