“Emotions are an expensive source of investment advice. It’s better to have a plan.”
Since 1993, Yvonne Hall has provided clients with professional investment advice for wealth management and preservation services so they understand why and how to invest. She enjoys the education and coaching relationship that enables clients to use their wealth as a tool to support their life goals, dreams and aspirations.
Yvonne is proud to lead a devoted and experienced team of professionals dedicated to earning trust and loyalty through inspired service. Together, they guide clients to make effective and informed decisions about their wealth. As she leads the team and advises clients, Yvonne maintains an emphasis on helping women and the people they care about succeed financially, while tending to these important cornerstones for all clients:
- A process-driven approach to investment planning and portfolio construction;
- Asset allocation evaluation and analysis with a focus on managing risk; and
- Portfolio construction providing diversification and professional management.
Yvonne worked in sales and sales management with IBM Corporation for a dozen years after earning her Bachelor of Science degree from Berry College in North Georgia. She served clients in South Carolina and the Washington D.C. area, while gaining a rich background in supporting them to clarify goals and identify solutions to help achieve them. She has chosen to apply these experiences and skills to promoting stewardship and responsible financial decision-making to guide individuals investing for independence, prosperity, and self- sufficiency.
She has been designated a Premier Advisor by Wells Fargo Advisors each year since joining the firm in 2000.* 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 are long-term supporters of Providence Marianwood and numerous organizations locally and nationally focused on creating a better world for women, girls, and their families.
Yvonne was born in Tennessee and raised in Georgia, graduating from Berry College with a major in Business and a minor in Economics. She considers the Northwest home. She lives in the Issaquah area and enjoys hiking and walking in the area. She also has her 500 hour certification as a yoga teacher and enjoys teaching periodically and practicing regularly.
Yvonne's credentials and education include:
*The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.
