Client Services Associate
Yvonne Avery joined the Blue Chip Partners team in December 2019 in the role of Client Service Associate. She brings with her over 17 years of financial services industry and administrative experience, along with her genuine desire to help others. Yvonne began her industry career in 2000 with Lincoln Financial Advisors, where she worked for 8 years as a client service assistant for a planner group of multiple financial advisors. She then moved on to a smaller RIA firm where she performed many different administrative duties in addition to her client services role. Yvonne and her husband Rick come from large extended families and like to spend time with them and also enjoy entertaining friends. She also likes to bake, garden, and scrapbook.
What do you love about working at BCP?
- Definitely the people! I felt “at home” the first week of my employment. They are genuine, professional, friendly, and just plain fun to be around. You can truly see that they care about their client relationships and the company. They always give their best personally and professionally.
What is your favorite season?
- I love the fall because the weather starts cooling down but then you can get some random warmer days. Nothing beats a cool, crisp Fall day!
What is the best reward anybody can give you?
- Sincerely letting me know I’m appreciated.