Yvonne Quintero Lewis

Yvonne serves as a Client Service Advisor and is responsible for supporting clients and financial advisors. She has extensive experience in operations, account management and client relationship management, ensuring a seamless experience for individuals and families navigating their financial journeys. Yvonne has over 29 years of experience in the financial industry. She received a bachelor’s degree in Business Administration in Marketing from Texas A&M University.

Yvonne lives in the East End with her husband. She values quality time with her family, loves to travel, and enjoys exploring new restaurants around Houston.