Yancey Financial is an independently owned and operated investment advisory firm founded on the cornerstone of providing clients with the best available financial guidance, solutions and customer service. The firm maintains professional independence so it can guide clients to financial success.
Jon C. Yancey - Founder
Jon is an independent investment advisor in Concord, NC. Jon has twenty-seven years of professional experience in various areas of trust, wealth management, investment management, lending and private banking. His skills include client relationship management, institutional trust administration, proper asset allocation, trust operations and compliance with trust documents. He spent fifteen years as an employee benefit trust administrator presenting qualified and non-qualified retirement plan solutions to large company plan sponsors with six of those years managing an institutional trust department offering fully-bundled retirement plan solutions through a North Carolina based regional bank. Turning his sights toward solutions for high-net worth individuals and families for the last nine years, Jon has served as a private banker and investment advisor.
Series 65 Securities License with registrations in NC and GA, License 5284474
Producer License - Life / Accident & Health, North Carolina Department of Insurance, License 17074107
Certified Retirement Services Professional, American Bankers Association, 1997-2006
Having a good plan requires a certain process. Yancey Financial's process goes beyond meeting typical financial goals. The mission is to help clients, both individuals and institutions, increase and protect net worth. The most important part of this process is the development of a written, individualized financial plan. Once the financial plan is in place, the way to drive good, long-term results is through a comprehensive array of investment and insurance solutions available from many well-known national providers. Then, periodic reviews will determine any needed changes to your plan - a good, long-term plan yields good, long-term results.