Yvonne Razo

Senior Client Associate at Laird Norton Wealth Management

Yvonne joined Laird Norton Wealth Management in 2005 and is a client associate. Yvonne supports the work of LNWM client advisors and analysts in cash and account management, client documents and reports, and ensuring compliance with all security measures and protocols. She has more than 30 years of financial-services experience and a deep understanding of trusts and financial planning.

She has an Executive Certificate in Certified Financial Planning from Seattle University and a B.A. in Business Administration from Western Washington University.

Timeline

  • Senior Client Associate

    Current role

  • Client Associate