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101 E KENNEDY BLVDTAMPA,
Wealth Management Advisor
Senior Vice President-Wealth Management
b>A Personalized Approach: The Yahney TeamHOW WE WORK: OUR PROCESS...The Yahney Team is a Merrill Lynch financial advisory and consulting group located in Tampa, Florida. We have been offering knowledgeable financial advice and wealth management services for more than 20 years.The process always begins with a careful examination of: Where are you now? & Where do you want to be? Our responsibility is to ask you the right questions; listening carefully to what you tell us, the next step is to design, recommend, and implement a customized plan of action for you.WHO WE WORK WITH...We are dedicated to providing advice-based wealth management products and services to individuals and small to mid-sized businesses to help them meet their financial objectives. WHY THE YAHNEY TEAM...We have extensive experience assisting clients with financial and investment strategies, wealth transfer and preservation, business services, retirement strategies and recommendations, estate planning strategies, private money management and concentrated stock strategies. We believe that a successful wealth management strategy looks at all the aspects of your financial life, not just investments. By serving as your advisor, we endeavor to understand your situation, your needs, and what you want to accomplish through our powerful resources and state-of-the-art technology. By working closely with you on an ongoing basis, we monitor, track, and evaluate your plan. Adjustments are recommended as conditions warrant and as your objectives and needs change or evolve in order to preserve and grow your wealth.
MEET OUR TEAM...Robert E. Yahney CFP®, CRPC® Senior Vice-President Wealth Management Wealth Management AdvisorPortfolio Advisor Robert provides tailored financial services to families throughout the Tampa Bay area. Robert obtained the designation of Chartered Retirement Planning Counselor (sm) through the College for Financial Planning. With more than 17 years experience in the financial industry 16 of which were at Merrill Lynch, Robert reviews and analyses client's goals and objectives, and together creates a wealth management plan which addresses their individual needs. Robert earned a Bachelor of Arts Degree from The University of Florida, and went on to earn his M.B.A. with a specialization in Finance. Robert has been an annual sponsor of The Hispanic Support Organization and United Way for several years. Robert lives in South Tampa with his wife Susan and son Nicholas.John A. Hinken, Vice President, Investment Associate John is a Vice President and Investment Associate with Merrill Lynch and has been with Merrill Lynch since 1979. John assists clients in the determination of the appropriate asset allocation and the selection of professional money managers. He then applies systematic performance measurement, to determine progress toward a specific financial goal. John obtained his undergraduate degree from the University of Alabama, and his MS from Florida State University. Darcey Callender, Client Associate Darcey is a Senior Client Service Associate with 20+ years of Wealth Management industry experience and expertise working with high-net-worth individuals. Darcey relocated to Tampa a year ago to join The Yahney Team, as a Merrill Lynch re-hire, leaving Morgan Stanley after over eight years. She is a conceptual thinker who has the goal of heightening the full-service approach of the Yahney Team. Darcey is a mother of two children-a daughter, McKenzie and a son, Peyton. Sarah A. Malone, Client AssociateSarah has recently joined the Yahney team. She was previously with Smith Barney and Wells Fargo Advisors where she specialized in ultra high net worth clients, 401k plans, foundations and endowment as well as corporate retirement plans. She is responsible for client services and account administration.Asset Allocation does not ensure a profit or protect against loss in declining markets. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning
Robert Yahney is registered to do business in : AL, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI
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Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
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