Over the course of her 30-year career in the financial services industry, Yvette Heatly says it’s the interaction with clients and the industry she likes the best.
Yvette Heatly joined Waller & Wax Advisors in 2017 as a Registered Client Service Associate. Her focus is on assisting new and existing clients with account related issues, investment recommendations and trade processing as well as cashiering services.
During her career, Yvette has worked for several financial firms in different capacities including back office, assistant, financial representative and suitability review. Yvette is a graduate of the University of South Florida with a bachelor’s degree in Business Administration with a concentration in Finance.
Yvette’s credentials include:
- Series 7, 63, 65, 53, 24, 31
- Life Health and Variable Annuity license
- Bachelor of Business Administration degree in Finance
Yvette knows the importance of family. The level of concern and care the Waller & Wax team take with each client she believes shows how much they care and treat clients like family.
In the community, Yvette has served as a volunteer with the St. Anthony’s Triathlon and has participated in the Susan B. Koman Race for the Cure. A St. Petersburg native, Yvette enjoys Zumba, personal fitness, relaxing and spending time with family and friends.