September, 2021 - The Weatherly team wishes you safety and happiness throughout the month. As we continue to prioritize your safety, and that of our team, the Weatherly crew is here to help as we conduct business seamlessly and securely from our office and home offices (since 3/16/20). We continue to collaborate and primarily meet virtually, via enhanced technology and training, to ensure your ability to connect with and access your team of investment professionals.

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About Us

Yoshi Brownlee

Team Administrator & Marketing Specialist


Yoshi Brownlee joined the Weatherly team in 2018 to enhance client experience through seamless administrative support. Yoshi is a California Notary Public || . Yoshi’s focus areas at the firm are providing consistent and graceful communication to both clients and staff and maintaining internal efficiency. She works to simplify the client experience by properly communicating client scheduling needs, assisting with portal access, and providing organizational support to advisors and associates.

At Weatherly, Yoshi strives to increase the flow of information through marketing initiatives by facilitating monthly blog posts, website maintenance and social media campaigns. Weatherly aims to communicate valuable information and resources to clients in a way that’s convenient for them and Yoshi strives to determine new and innovative ways to connect with our clients and community.

Prior to joining Weatherly, Yoshi worked on a congressional campaign in the San Bernardino area after graduating from the University of Redlands with a Bachelor of Arts in Political Science. Her main responsibilities included donor and volunteer outreach, database management and fundraising. Yoshi continued her education while at Weatherly and obtained a Professional Certificate in Marketinghh offered through San Diego State University’s College of Extended Studies and One Club San Diego, in September 2020. When not at Weatherly, you can find this San Diego native at one of the city’s many beaches, spending time with friends and family, or enjoying the outdoors with her dog, Porter.

Education:

University of Redlands, B.A. (Political Science), California

Certifications:

California Notary Public ||
San Diego State University of California, Professional Certificate in Marketinghh, California


For more information about educational requirements, professional certifications, and professional designations, click here.

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