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Yvonne Zeoli

Yvonne Zeoli

Client Relationship Manager

  • Rochester Hills, MI
  • Time Line | The Wizard of Oz
  • My grandparents and Gerard Butler
  • If I knew then what I know now.
  • Honesty, respect, and humor

Financial Advisors

Yvonne is an institutional retirement plan advisor based out of Clarkston, MI.

Yvonne joined CAPTRUST in 2013 as a client relationship manager and is responsible for building relationships and meeting existing client needs in the institutional retirement market. Prior to joining the firm, Yvonne worked at Freedom One Financial Group as senior plan consultant and has worked in the industry since 2003.

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