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Yvette West

Client Service Associate

Lay the Foundation

Yvette West

Get To Know Yvette

Yvette takes pride in providing excellent service to our clients as well as support to our advisors at Legacy.

Personal Finance Experience & Education

Yvette joined Legacy Financial in November 2015. While in school, Yvette struggled to find a major that appealed to her until her dad suggested business. She now brings over 20 years of service experience in the financial industry and holds her Series 6 and 63. Yvette assists with all aspects of customer service at Legacy.

Throughout her career, Yvette has gained various customer service experiences, from paraplanning and retirement services to individual investments. Some of her previous work consisted of sitting down with new clients to input all their information, statements, and spreadsheets into software for the advisors to analyze, providing 401k’s and 403’b to non-profits, and serving clients in CFO and HR Director roles. Before joining the team at Legacy Financial, Yvette worked with a company where she handled the highest and most complicated service issues. Such a resume gave Yvette a seamless transition to Legacy Financial.

Yvette’s peacemaker personality and calming disposition lend perfectly to her work. She is receptive to new ideas and knows how to get creative when finding solutions that leave everyone involved feeling heard, supported, and content. It helps that she genuinely enjoys the company of the people she works with every day – she looks forward to coming into work and being part of a team that always has the client’s best interest in mind. Yvette feels that as a Client Service Associate, it is her responsibility to do the research, paperwork, and follow-up so that the client resolution can be efficient and effective.

She lives in Walton, Kentucky, with her husband, Jason, and their two daughters. Outside of the office, Yvette enjoys watching her girls in their activities and sports, spending time with family and friends, and volunteering with the youth at her church.

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Recognized By

  • Certified Financial
    Planner

  • Chartered Life
    Underwriters

  • Certified Public
    Accountant

  • Financial Planning
    Association

  • International Association of
    Registered Financial Consultants