Yvette Wheeler - Operations Manager

 
yvette-wheeler-heron-wealth

Yvette Wheeler manages day-to-day operations at Heron Wealth, including client and internal reporting, the account opening process and client onboarding, and client cash disbursements.

Yvette studied Computer Systems Technology at CUNY Queens College. She was previously associated for over two decades with Morgan Stanley Smith Barney, serving numerous roles in technology and operations.

Yvette mentors teens with BUILD.Inc, a non profit organization with programs in the NYC school system. She frequently volunteers for NY Cares, GMHC and the New York Hospital Queens Pediatrics Unit and she hosts an Annual Fundraiser for the American Diabetes Association. Yvette enjoys traveling and spending quality time with her family & friends. 

YvetteWheeler@HeronWealth.com
Direct: 347 580-5284