Adria Yannaccone

Adria Yannaccone has over seven years of professional experience in the retirement plan and financial services industry. Adria began her career in 2004 as a Financial Advisor with AIG Retirement (formally AIG VALIC) in central Pennsylvania where she conducted employee education meetings and financial planning seminars. After three and a half years, she relocated to Raleigh, NC and accepted a job with CAPTRUST Financial Advisors as a Client Management Consultant. Adria supported three advisors who provided fiduciary services to institutional clients. In 2009, she shifted internally to the operations side of the wealth business in a Consultant – Portfolio Accountant position before leaving the company in 2011. She joined Gordon Asset Management, LLC in an ERISA Administrative Support position, providing internal support to the retirement consulting team.

Adria received her Bachelors of Science degree in Business Administration with a minor in Communications from Lebanon Valley College in Annville, PA.  She currently holds her FINRA licenses 6 and 63 as well as a North Carolina Life, Accident and Health insurance license. She attained the Accredited Retirement Plan Specialist (ARPS) designation from the Society of Professional Asset-Managers & Record Keepers (SPARK).