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Our Firm

Dot and Steve offer comprehensive financial and investment planning*. We can help develop a plan that takes into account your personal financial circumstances and needs, tax status, risk tolerance level and which considers your college, retirement and estate planning goals.

*These services are offered by Dorothy Yandle and Steve Stewart through her affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM

About Us

8037 Corporate Center Drive, Ste. 300
Charlotte, NC 28226

Phone: (704) 543-0690
Fax: (704) 543-7711

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IMPORTANT NOTE: Dorothy Yandle is a registered representative registered to transact business with clients in California, Florida, Georgia, Maryland, Missouri, North Carolina, New York, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and West Virginia. Dorothy Yandle is advisory licensed in the following states: Florida, Georgia, Maryland, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, and West Virginia. Dorothy Yandle is insurance licensed in the following states: Florida, Missouri, North Carolina, Pennsylvania, South Carolina, Tennessee, and West Virginia.

Steve Stewart is a registered representative registered to transact business with clients in Maryland, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and West Virginia. Steve Stewart is advisory licensed in the following states: Maryland, North Carolina, South Carolina, Texas, Virginia, and West Virginia. Steve Stewart is also an insurance agent licensed in North Carolina, Pennsylvania, Tennessee, Texas, South Carolina and West Virginia.

If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities, investment advisory services or insurance services over the internet. Securities offered through H.D. Vest Investment Services^SM, Member SIPC, Advisory services offered through H.D. Vest Advisory Services^SM, 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

Investments & Insurance Products: Are not insured by the FDIC or any federal government agency. Are not deposits of or guaranteed by the bank or any bank affiliate and may lose value.

Dot Yandle Financial Services, LLC is not a registered broker/dealer or independent investment advisory firm.