Yari began her career in wealth management in 2007 and has since gained extensive experience working with ultra-high-net-worth clients in both strategic support and compliance capacities. Throughout her career, she has held key roles at leading financial institutions, including six years at Fidelity Investments and approximately four years at Raymond James & Associates. Her expertise lies in delivering high-level client service, ensuring regulatory adherence, and supporting sophisticated financial strategies to help clients manage and grow their wealth.

Originally from Miami, Florida, she now calls Atlanta, Georgia home, where she lives with her two spoiled dogs, Mr. Darcy and Finn.