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Download the PDF here Have you ever traveled someplace so enchanting that you started to imagine yours...
In her role as a Senior Family Office Specialist for the Finerty Team at Moneta, Yolanda Forkin focuses most of her time on the team’s largest and most complex family relationships. Yolanda enjoys building relationships with clients and giving them peace of mind knowing that all of their financial worries are being addressed with care.
Yolanda earned her Associate of Arts degree from Southwestern Illinois College. Prior to joining Moneta in 2006, she gained investment experience as a Sales Assistant with Wunderlich Securities, a Tennessee based broker/dealer. She also worked for MetLife as a Regional Sales Coordinator within a division of the company that specialized in retirement plan products for nonprofit employers.
Outside of the office, Yolanda enjoys spending time with her family, baking, reading and traveling. Yolanda resides in Chesterfield with her husband and their two sons.
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