About Dot & Steve

DOROTHY (DOT) YANDLE,  License # 21452

8037 Corporate Center Drive, Suite 300   Charlotte, NC 28226

PHONE: (704) 543-0690

FAX: (704) 543-7711

EMAIL: yandled@hdvest.net

WEBSITE: www.dyandle.com

Education and Designations

Certified Public Accountant

Personal Financial Specialist

Magna Cum Laude Graduate of Edinboro University

Recognition

Charlotte Magazine Five Star Wealth Manager 3 Years (2011, 20010, 2009)

Million Dollar Round Table Member (Membership is based upon qualifying)

Top 5 Productive Partnerships with HD Vest- 2011

Licenses

FINRA Registered Representative

Series 7. 63, 65 and 66

Life, Accident and Long Term Care Insurance

Securities Licensed: NC, SC, CA, FL, PA, NY, TX, WV, VA

Advisory Licensed: NC, SC, FL, PA

Personal Profile

Registered Representative, H.D. Vest Investment ServicesSM

Mentor Leader for H.D. Vest Investment ServicesSM

Financial Planning Association Member

American Institute of CPAs

North Carolina Association of Certified Public Accountants

Member of MDRT the Premier Association of Financial Professionals

NAWBO Member (National Association of Women Business Owners)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

STEVE STEWART,  License # 35903

8037 Corporate Center Drive, Suite 300   Charlotte, NC 28226

PHONE: (704) 543-0690 x 302

CELL: (704) 975-3984

FAX: (704) 543-7711

EMAIL: sstewart@yandle.com

WEBSITE: www.dyandle.com

Education and Designations

BBA with degree in Accounting from James Madison University (1994)

Certified Six Sigma Green Belt (2009)

Registered Representative, H.D. Vest Investment ServicesSM 

Licenses

FINRA Registered Representative

Series 7 and 66

Life, Accident and Long Term Care Insurance

Securities Licensed: NC, SC, VA, WV, MD, TX, PA, TN

Advisory Licensed: NC, SC, VA, WV, TX

Personal Profile

Wife - Liane     Daughters - Natalie & Jennifer

Rotarian - Ballantyne Rotary South Charlotte

Interests - Football, Golf, Reading with my daughters, Home improvement projects