Yvonne L. Phillips, CFTA

Yvonne L. Phillips, CFTA
US Trust
Senior Trust Officer
Phone: 310-785-6125
Email: yvonne.l.phillips@ustrust.com
2049 Century Park East, Suite 200
Los Angeles, CA  90067

PROFESSIONAL SERVICES AND EXPERIENCE

Yvonne L. Phillips is a Senior Vice President and Senior Trust Officer with U.S. Trust.  She has more than 17 years of trust, estate administration and relationship management experience.  She works closely with her team of specialists to develop and execute comprehensive wealth management plans that are tailored to client needs.  She is responsible for all non-investment servicing on investment management accounts, trusts, IRAs and custody accounts; she also provides general financial, fiduciary and estate planning advice for clients and their families.  Prior to U.S. Trust, Yvonne worked with high net worth families and institutions, most recently at Northern Trust as a Personal Trust Relationship Manager.  Her other work tenures include Trust Officer roles at Citigroup, Wells Fargo and Merrill Lynch.

Yvonne holds a B.S. in Business Administration from the University of Southern California, a J.D. from Southwestern University School of Law and an LLM. from Golden Gate University School of Law.  She has earned the Certified Trust and Financial Advisor (CTFA) designation, is a member of The State Bar of California, Los Angeles Estate Planning Council and South Bay Estate Planning Council.

Contact Yvonne