Tori Waldman, CFP®

Associate – Wealth Solutions

About Tori

Tori Waldman is an Associate at YellowWood Wealth Solutions and is a CERTIFIED FINANCIAL PLANNERTM (CFP®). She began her financial services career as an intern at UBS, where she learned about providing strong value to clients as she shadowed advisors and helped them prepare for planning meetings. Before joining YellowWood, Tori worked in several roles at Vanguard, most recently as a senior financial advisor, where she focused on the firm’s high net worth clients. Tori focused on creating, implementing, and maintaining personalized financial plans aimed at the unique goals of her clients.

Tori’s role at YellowWood is to build relationships with clients and help them with complex financial needs. She strives to deliver the full value of what YellowWood has to offer. One of Tori’s favorite aspects of her role is learning about her clients’ unique histories, values, and aspirations. She finds great joy in helping people chart a course towards what they feel is a meaningful and fulfilling life.

Tori is originally from Reading, Pennsylvania. She loves to share that she came from the same area as both Taylor Swift and the Reading Railroad from the game Monopoly. Tori moved south for college in the hopes of leaving harsh winters behind. She earned her bachelor’s degree in business administration, concentrating in finance and minoring in computer science, from the University of North Carolina Wilmington. She kept busy during that time, traveling abroad three times in four years. Her only regret is that she didn’t spend enough time as a beach bum at Wrightsville.

Tori lives in Fort Mill, South Carolina, with her dog Monkey. She is trying to train Monkey to be as big of a Philadelphia Flyers fan as she is, but he doesn’t have the patience it requires to be a Flyers fan. When she isn’t watching or playing hockey, Tori can be found socializing with friends or planning her next adventure. She absolutely loves to travel and looks forward to making more memories around the world!