Yvonne Scoggins, CIMA®

Director of Trading Operations

Yvonne’s role as Director of Trading Operations is crucial to Curio Wealth. She is responsible for overseeing the firm’s trading operations to ensure accurate and efficient trading.    

Yvonne’s certifications supplement her 25 years of industry experience. She earned the Accredited Asset Management Specialist™ (AAMS™) from the College for Financial Planning in 2009. In 2015, she added the Financial Paraplanner Qualified Professional™ (FPQP®) credential. She also studied Investment Management Theory and Practice through Yale School of Business and earned her Certified Investment Management Analyst® (CIMA®) certification.  

Curio Wealth feels like a family to Yvonne. Collaborating with colleagues who are seasoned professionals in their field and care sincerely for each client deepens the fulfillment she gets from work. Yvonne values her career because she sees how financial management and planning can significantly improve clients’ and their children’s and grandchildren’s lives.   

When not in the office, Yvonne enjoys spending time outdoors, boating and paddleboarding with her family, and hiking with her dog.  

Certifications and Education

Why did you get into this profession? Does your reasoning relate to personal values, passions, and/or aspirations?

“We can significantly impact our clients’ quality of life by giving good advice and helping them plan. Finances are a part of many major life events: marriage, kids, retirement, the death of a family member, health problems, etc. Being able to hear about my clients’ blessings in good times and be a help in difficult times gives this career a deeper purpose.”
MEET THE REST OF THE TEAM

Learn more about the dedicated individuals driving Curio's mission

Connect with the Curio Team

Ready to embark on a journey towards financial success? Schedule a meeting with our caring and talented team today. Let’s explore better questions, build deeper connections, and tailor personalized solutions for your financial goals.
GET IN TOUCH

Want to Learn More?

We’re excited to engage with you whether you’re curious about a particular topic or eager to explore how our approach can be personalized to suit your needs. Feel free to ask any questions or dive deeper into what we can offer.

Other Ways to Connect

GET IN TOUCH

Want to Learn More?

We’re excited to engage with you whether you’re curious about a particular topic or eager to explore how our approach can be personalized to suit your needs. Feel free to ask any questions or dive deeper into what we can offer.

Other Ways to Connect