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Yvonne Zeoli

Yvonne Zeoli

Relationship Manager,

  • Rochester Hills, MI
  • Time Line | The Wizard of Oz
  • My grandparents and Gerard Butler
  • If I knew then what I know now.
  • Honesty, respect, and humor

Client Solutions Group

Yvonne is a relationship manager, Freedom401k, based out of Clarkston, MI.

Yvonne joined CAPTRUST in 2013 and currently serves as a relationship manager, Freedom401k. She is responsible for building relationships and meeting existing client needs in the institutional retirement market. Prior to joining the firm, Yvonne worked at Freedom One Financial Group as senior plan consultant and has worked in the industry since 2003.

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