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Our financial advice team


Yvonne Bass

Financial Advisor

Whitlock Wealth
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Women's Financial Strategies
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning
  • Investment Management

Awards & recognition

  • Whitlock Wealth, Forbes Best-in-State Wealth Management Teams, 2023 - 2025

Honored to be recognized in Forbes

I’m excited to share that Whitlock Wealth has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.