Yvonne Tepper plays a critical role for Singer Xenos, assisting Advisors with client reporting and day-to-day account maintenance.
Yvonne has more than 18 years of experience in the financial industry and is a Registered Paraplanner SM. Since joining the Singer Xenos family, Yvonne has enjoyed connecting with clients on a personal level and making sure each individual knows they are more than just an “account,” they are part of Singer Xenos’ extended family. Her greatest joy comes from helping clients realize they can plan for their future even if they thought they had little to no opportunity for financial growth.
Yvonne has three children and lives in Palm Beach. If you’re ever around her, there is sure to be music playing as she is an avid fan of musical concerts and festivals.