portrait of Wyn Yelin

About Wyn

I serve as a financial advisor primarily for a select group of successful business owners and professionals who, among other things, aspire to a work-optional lifestyle. I use an established process to put all the pieces of the puzzle together, by understanding what's important to you, building personalized strategies to help you reach your goals and partnering with you throughout your life to keep you on track.

I joined Edward Jones as a financial advisor in 2011 after working in the financial services industry as a consultant and financial advisor since 2005. I became a limited partner in 2019 and I...

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Divorce Finances
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesSeptember 2011 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • SUNY OswegoBachelor of Business Admin

Personal Interests

  • Traveling
  • Baseball
  • Community Outreach
  • Cooking
  • Hiking

Team Members

  • Tara Barnes
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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