- Wealth Management Experience Since 1999Yvette L. Stewart is a Vice President and Senior Trust Officer at First Republic Trust Company. Ms. Stewart joined First Republic Trust Company in 2012, after 29 years with Wells Fargo, most recently as a Wealth Management Advisor. With over three decades in the financial services industry, Ms. Stewart has significant experience working with clients of all ages and backgrounds, administering credit shelter trusts, grantor trusts, incentive trusts, qualified personal residence trusts, charitable remainder trusts, and private foundations.
- Community InvolvementShe serves on the board of the Estate Planning Council of Southwest Washington.
- Professional DesignationMs. Stewart holds a Certified Trust and Financial Services professional designation.
- EducationMs. Stewart is a graduate of the Cannon Financial Institute.
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