Cherry Bekaert Wealth Management Expands Practice into South Florida
The Wealth Management division of Cherry Bekaert LLP (“the Firm”), one of the nation’s largest accounting and advisory firms, is expanding its presence nationally in the South Florida region. The addition of Managing Director Lillian M. Peters, CFP®, CDFA®, who is charged with leading and growing the wealth division nationally, and Senior Financial Advisor Tessie Yuste, CFP®, CIMA®, CDFA®, CTFA, marks a strategic move for increasing the South Florida market and growing client services offerings in the area.
Lillian Peters brings more than two decades of experience in wealth management and financial planning, as well as over 15 years of experience leading private wealth divisions, to her new role as Managing Director of Cherry Bekaert Wealth Management LLC. She joins the Firm after serving in similar capacities for Fortune 500 companies. Peters has also led fiduciary, credit, investments and banking services teams for high-net-worth individuals and families, and private foundations and endowments. She is fluent in Spanish and is an active board member for several regional nonprofit organizations, including the Baptist Health of South Florida Foundation, Florida International University College of Business and The Education Fund.
Tessie Yuste has nearly 10 years of broad range of investment management and financial planning experience as Senior Financial Advisor to high-net-worth individuals and families, business owners, executives, and those undergoing a life transition. She leverages her specialized knowledge in key areas such as divorce, retirement, risk management, investment consulting, and estate planning. Prior to joining Cherry Bekaert, Yuste served in wealth management roles at a leading financial institution, advisory firms and an executive role at a Fortune 100 company. She is fluent in Spanish, and previously volunteered in assisting with the education of military personnel at the U.S. Southern Command Center.
“As we continue strengthening and expanding client services, and ensure our clients benefit from a wealth of diverse perspectives and experiences, the addition of these two professionals to our South Florida market is aligned with the Firm’s core values. Lillian and Tessie’s collective experience brings valuable expertise to Cherry Bekaert Wealth Management, and their efforts will contribute to better serve the needs of our clients as we continue to grow,” says J. Douglass Cates, Tax Partner and Division Executive for Wealth Management Services.