About
Esther brings over 20 years of experience in the financial services industry with a strong background in fixed income. Her focus will be on business development within the Rocky Mountain region.
Prior to joining Wealth Enhancement, she was an Advisor Consultant with Nuveen and a Regional Income Specialist at Schwab, working with advisors to deliver investment strategies and drive growth. She also spent time as a financial advisor on a private wealth team at Morgan Stanley. This dual perspective gives her a unique ability to navigate diverse relationships with ease and build meaningful, collaborative partnerships.
She is motivated by connecting the dots—finding opportunities, sharing ideas, and partnering with advisors to deliver thoughtful tactics and strategies to their clients.
Esther resides in the Denver Metro area with her son. She loves beach days, enjoys traveling, and is an avid tennis fan.
Education
- BS, Finance and Accounting, NYU Stern School of Business
Resources from Esther Yao
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