Yvette Weisend

(Pronouns: she/her/hers)

As a Senior Client Service Associate, Yvette works with Wealth Managers to create a streamlined and effortless client experience. She is dedicated to building strong relationships by providing care, accuracy, timeliness, and personalized service to each interaction with clients.

Yvette joined Coldstream in 2024 with industry experience spanning more than 25 years. Most recently, she served as Senior Client Associate for Arnerich Massena. Prior experience also includes working as a Registered Account Administrator with the Ascend Advisory Group LLC of Wells Fargo Advisors, and as a Branch Manager/Banking Officer and Registered Investment Representative for Huntington National Bank.

Yvette Weisend is a previous FINRA Series 7 and 66 license holder, and held Life, Health, & Annuity licenses as well.

THE MOST TREASURED THING I OWN

The relationships I have with family and friends. At the end of the day, they are my everything.

ONE PIECE OF ADVICE

“Worrying is the interest paid by those who borrow trouble.” ~George Washington

HOBBIES

Writing poetry, reading, playing guitar, running, surfing, and endless hikes with my good ole’ canine pal, Henry J Fox.