Yvette West
Client Service Associate
Yvette takes pride in providing excellent service to our clients as well as support to our advisors at Legacy.
Building Lasting Legacies From The Ground Up
Yvette joined Legacy Financial in November 2015, bringing over 20 years of service experience in the financial industry along with her Series 6 and 63 licenses.
Her vast customer service background spans paraplanning, retirement services, 401(k)/403(b) administration, and individual investment client support.
Yvette takes responsibility for thorough research, documentation, and prompt follow-up to ensure efficient client resolution.
She resides in Walton, Kentucky with her husband Jason and their two daughters.
Start Your Journey
Ready to Align Your Treasure with Your Heart?
Schedule a conversation with Yvette West or a member of our wealth advisory team today.