Yvonne Allen
Client Concierge
Meet Yvonne
Yvonne joined Bogart Wealth in 2025 and brings 13 years of experience in marketing and office management within the financial planning industry. As Client Concierge, she provides personalized assistance, serves as a central point of contact, and ensures clients enjoy a seamless and positive experience. From managing appointments and coordinating meetings to fulfilling special requests and celebrating milestones, she is dedicated to making every client feel welcome and cared for.
A proud graduate of Texas A&M University with degrees in Economics and Industrial Distribution, Yvonne grew up in Aggieland and carries that spirit of connection and hospitality into her work. Outside the office, she enjoys golfing and spending time with family and friends.
IS A BOUTIQUE RIGHT FOR ME?
By submitting this form, you are consenting to receive emails from: Bogart Wealth, 2010 Corporate Ridge, Suite 900, McLean, VA, 22102, US, http://www.bogartwealth.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact.