Categories
Financial Investment ServicesIRA's/Retirement Savings
Hours:
Mon - Fri 9am - 4pm
After hours & weekends, by appointment
Driving Directions:
Going S on Hwy 85/FL-85 toward Barnes Rd., turn right onto E Hickory Ave., go 0.01 miles, take the 1st left to stay on E Hickory Ave., then 0.17 miles, destination 327 E Hickory ave is on the left.
About Us
Call or Stop by for a free financial or Life insurance Review!
Yvonne joined Moors & Cabot in the spring of 2018 with nine years of experience as a financial advisor. Prior to joining Moors & Cabot as an independent office, she was with Edward Jones for nine years. She holds her A.A.M.S, series 7, 66, and Life, Health & Annuities licenses.
Yvonne’s ability to actively listen helps her identify and understand the unique goals, concerns, and situations of each client and then customize a financial plan for pursuing their long-term objectives (from savings and investing for retirement to achieving financial independence). Client education is very important to her, and she works closely with her clients to help them make sense and understand their personal investments.
Active in the community, Yvonne has been on the Crestview Area Chamber Executive Board as the Strategic Development Chair for the last three years. She is a Kiwanis member and past president, and she also sits on the Okaloosa County Scholarship Foundation and the newly formed board for the Take Stock in Children program.
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Rep/Contact Info
Yvonne Shanklin AAMS CRPC
Vice President of Investments
- Phone: (850) 398-5043
- Send an Email
- 327 E Hickory Ave Crestview FL 32536
