Yvonne McGuire

As a Financial Advisor, Yvonne recognizes that clients have unique needs, goals and are in different stages of their lives. She focuses on building relationships to understand each client and create a personalized investment plan. Whether it is planning for retirement, post-secondary education, or helping with their vision for legacy planning, a strategic plan must reflect their personal situation and goals. Yvonne leverages Morgan Stanley’s vast financial resources designed to benefit her clients. Specifically, Yvonne focuses on investment planning, retirement planning, estate planning strategies, and life insurance. Throughout her 40 plus year career, Yvonne has been recognized numerous times for her professional achievements, as well as being named the Volunteer of the Year for Wells Fargo Advisors for Central Florida in 2015. Before Transitioning to a Financial Advisor in 2007, Yvonne was a Regional Brokerage Manager and held various managerial positions for firms such as Smith Barney, Advest, Raymond James and Associates, and Wachovia (Wells Fargo). Over the course of her career, Yvonne has garnered the experience to help clients structure balanced portfolios and sound financial strategies during a variety of market cycles. Outside the office, Yvonne is active in the local community and currently serves on The Brevard Schools Foundation Board. In January 2020, Yvonne was publicly recognized at the annual awards ceremony at the King Center for the Performing Arts as the Individual Champion Award for her volunteer work for The Brevard Schools Foundation Board. Some hobbies Yvonne enjoys are fishing, Scuba diving, boating, golfing, and gourmet cooking. She has two sons, Scott and Ryan. Scott and his wife, Valerie, have two 2 daughters, Savanna and Scarlet. Ryan is currently employed at Eset. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters. Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.