Yvonne Loar

Wealth Advisor – Client Support

From developing wealth strategies, to Investment portfolio trading, to managing client relationships, Yvonne is eager to address the needs of our clients and provide them with an exceptional level of service and attention to detail. In addition, as a fully licensed wealth advisor, Yvonne is happy to facilitate health and life insurance planning for our clients and their families.

Yvonne moved to our area from Harrisburg, PA. She attended Temple University and comes from an estate planning and administrative background.

Yvonne is very active in our community with volunteering. She currently serves as the President of Clarksburg League for Service and PTO President of Nutter Fort Elementary School. She and her husband Steven are residents of Clarksburg and have two daughters, Claire and Isabel.

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Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Beacon Wealth Management operates independently of Cambridge. This communication is strictly intended for individuals residing in the states of WV, PA, OH, MD, NC, SC, TX, FL, NY, DE, KY, CA and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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