CREDENTIALS
I am a Vice President and Wealth Management Advisor at Merrill Lynch. I have over 20 years experience in helping individuals and organizations create and manage their wealth through in-depth financial planning and analysis.
I am a cum-laude graduate of the University of Tennessee, where I was a member of the track team and elected captain my senior year. I continue to be an avid sports enthusiast.
I am a Certified Financial Planner with an MBA from the University of Illinois at Chicago. I received my CIMA' Designation from the Wharton school of business. In addition to my series 7 securities license, I have licenses in life, accident, and health insurance, and real estate.
I am a firm believer in giving back to the community. Past and present board affiliations include: Pittsburgh YWCA, Reading is Fundamental, Allegheny YMCA, Urban League of Pittsburgh, Women's Sports Foundation Ad-Hoc Committee, Pittsburgh's United Way review committee, Dean's Advisory Council ,C.B.A., University of Tennessee, Three Rivers Youth and The Children's Home Board.
The Governor and The Pennsylvania Business Times selected me as one of the 50 Best Businesswomen for 2003. I am a WB22 TV Women's History Month honoree. I have been named to Consumer's Research 2005 Guide to America's Best Financial Planners and am a 2007 Women and Girls Foundation Honoree.
I am married to Charles Yanders. We have four children. I love to bake pies and often share them with my favorite clients.
BUSINESS PHILOSOPHY
My business philosophy is based on superior service to my clients and an uncompromising commitment to their best interest. It is my belief that I must first understand your overall financial situation. Then, and only then, can I evaluate and develop a plan to help you reach your financial goals. I provide investment advice and guidance to goal oriented investors who demand outstanding performance with a minimum of risk.
VALUE ADDED SERVICE
I provide the highest quality service through respect for the client, a commitment to education, regular performance reviews, financial planning updates, quality research and information, efficient and expedient service.