Patty Yeager, MBA, AWMA®

Patty Yeager serves as a Director and Client Advisor at Simon Quick, where she brings over 30 years of experience in wealth management to her role advising individuals and families on all aspects of financial planning and investment strategy. Patty joined Simon Quick from Proquility Private Wealth Partners, where she played a key role in delivering tailored financial guidance and helping clients navigate complex wealth management needs.

Prior to Proquility, Patty spent much of her career at Merrill Lynch Wealth Management, holding a range of leadership and advisory positions across the country. Her experience includes serving as Manager for Merrill Credit Corporation in Jacksonville, Florida, as well as a Commercial Lending Specialist in Los Angeles. In 2000, she moved to Las Vegas to join the Merrill Southwest Regional management team. After a professional hiatus to raise her four children, she returned to Merrill as an Investment Advisor with Ferguson & Associates in 2013.

Patty holds a Bachelor of Science in Management and Finance and earned her MBA, along with the Accredited Wealth Management Advisor (AWMA®) designation. She recently passed the CERTIFIED FINANCIAL PLANNER™ (CFP®) exam. Outside of work, Patty enjoys traveling to visit her children at college and pursuing her passion for world-class beaches and scuba diving destinations.