Meet Yvonne Wood
Yvonne is a Sr. Wealth Advisor based in Santa Barbara, California. She joined Mercer Advisors in 1993 after beginning her career in the brokerage industry. Known for her dedication and availability during life’s most pivotal moments, Yvonne is passionate about making her clients’ lives better and providing reassurance through every stage of their financial journey. Her approach is rooted in the values of education and hard work, principles instilled in her by her grandmother. Yvonne is a CERTIFIED FINANCIAL PLANNER® professional and earned a B.A. degree in psychology from the University of California at Santa Barbara
Yvonne Wood’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Yvonne Wood has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- Advising physicians with insurance, debt, and investment strategies
Her working style
Yvonne builds deep trust by focusing on life goals and helps empower clients by explaining complex concepts in simple, understandable terms. Yvonne is a coach to her clients and includes a network of other professionals like CPAs and attorneys to put a tailored plan in place and generate financial solutions that help optimize the financial plan.
Yvonne Wood in real life
Any words you try to live by?
Honesty, integrity, and knowledge.
Why do you like working at Mercer Advisors?
Mercer Advisors is a fiduciary who puts a great team in place to best assist clients with coming up with financial solutions.
What’s one thing you are surprisingly good at?
I grew up riding and am good at riding a horse.
Yvonne Wood’s snapshots
Meet Yvonne Wood’s Teammates
Abby Crother
Financial Planner
What Yvonne Wood Says
I would not be able to do what I do for clients without the assistance of Abby. She is able to implement and complete the logistics with clients.
Kelly Palmer
Sr. Wealth Advisor
What Yvonne Wood Says
I was the assistant to Kelly Palmer, who is also a Sr. Wealth Advisor, in my early years at Mercer Advisors and he has taught me a great deal. He continues to be a mentor and friend
Jonathan Mitchell
Partner
What Yvonne Wood Says
Jonathan comes up with solutions to problems when I have run out of ideas. Thank you Jonathan for being a great manager.
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