Yola Rondinelli, MBA
Client Service Manager
Yola has almost 20 years of industry experience and has worked at Voya, LPL and Lincoln Financial in client service and financial practice management. She is a registered admin, and holds Series 7 and 66 securities registrations. She is also a member of Cetera’s Operations and Technology Council and provides feedback on process improvements and technology.
Yola's top priorities are helping to run an efficient and productive office, while providing excellent customer service and prompt follow-up to client inquiries. Her superb attention to detail allows her to excel in her role of handling the firm's operations, and leveraging technology for the benefit of clients and the practice.
Yola lives in Niantic with her husband and one of her daughters. When she’s out of the office, she loves going to the beach, taking walks, traveling and socializing with friends and family.