J. Adam Yates
Wealth Management AdvisorVice President
- Role
- Financial Advisor at Raymond James
- Location
- Bowling Green, KY, US
- LinkedIn followers
- 500 followers
About J. Adam Yates
I believe that successful wealth management begins with a deep understanding of each client’s goals, values, and personal dynamics. By pairing this knowledge with a holistic financial planning approach, I strive to help clients achieve long-term success beyond investment management. My focus is on delivering empathetic, honest and enthusiastic service, ensuring that clients feel supported at every step of their financial journey.
Experience
Financial Advisor
Sep 2024 — Present · Bowling Green, KY, US
Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Wealth South and Farmers National Bank are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
Education
Western Kentucky University
MBA, Data Analytics
Western Kentucky University
Financial Planning, Finance
2000 — 2004
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