Yianni believes in education and making sure clients understand the “why” behind a decision.

Joined Lido: 2022

Homebase: Charlotte, NC

Professional Focus: Focuses on developing comprehensive strategies that help clients confidently navigate the full spectrum of their financial lives. Leveraging an integrated approach, he recognizes that each client brings a unique set of puzzle pieces to the table. His role is to assemble those pieces into a clear and effective roadmap to ensure clients are prepared for every stage of life.

Professional Designations: CERTIFIED FINANCIAL PLANNER™, North Carolina Bar License

Education: J.D., Campbell University; Masters, Trust and Wealth Management Campbell University; B.A., Criminal Justice and Criminology, University of North Carolina at Charlotte

Previous Work Highlights: Began his career as a Specialized Fiduciary and Trust Officer with US Trust where he obtained his Certified Financial Planner designation. He later joined Truist as an Advice and Planning Strategist.

Personal Facts: A Charlotte native, Yianni enjoys spending time with his family, playing golf, and supporting the Carolina Panthers and Charlotte FC.