Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Dorothy (Dot) Yandle, CPA/PFS - Investment Advisor Representative

President and Owner

704-543-0690

704-749-9989

Dot@FocusedWealthLLC.com

"My passion is listening to clients and translating their wants, needs and values into a plan that will guide them successfully to their financial goals. This leads to a long-term client relationship as we produce the life and legacy...

Anna Pennington

Branch Operations Manager

Anna@FocusedWealthLLC.com

Anna Pennington is the Branch Operations Manager at Focused Wealth. Holding a bachelor’s degree in business with a concentration in Finance from Winthrop University, Anna's academic background reflects her strong foundation in...

Ben Davis

Financial Advisor

(704)-313-5171

Ben@FocusedWealthLLC.com

Benjamin Davis is a Wealth Advisor on the Focused Wealth LLC team where he creates and monitors personalized investment strategies and financial plans for high-net-worth clients. His expertise includes supporting small business owners,...

Suzanne Barry

Wealth Advisor

704-800-4115

Suzanne@FocusedWealthLLC.com

Suzanne Barry is a Wealth Advisor with Focused Wealth LLC. As a dedicated Certified Financial Planner™ (CFP®) and Accredited Wealth Management Advisor (AWMASM), she is passionate about empowering individuals and families to achieve...