Patrick Yates

Background

About Patrick Yates

By applying my experience and expertise, I have seen my clients through many different markets over the past two decades. I enjoy working collaboratively with families and businesses to help them pursue both their personal and financial goals. In addition to our knowledge and experience, our team brings an unwavering commitment to the building and preservation of our clients’ valuable assets. Before joining Raymond James in 2014, I worked for such firms as Morgan Stanley and UBS. I decided to join Raymond James, however, because the firm offered our team the independence to not only run our own business, but to also provide our clients with financial advice, products and planning unencumbered by corporate direction or proprietary products. Originally from Monticello, Indiana, I attended the University of Louisville, earning a bachelor’s degree in finance. Today, Carole and I live in Louisville, KY with our two daughters Taylor and Lexi and enjoy running Yates Financial Partners of Raymond James together. More importantly, we enjoy spending time with our extended family, including older daughters Erica and Hope, as well as three beautiful grandchildren. Raymond James Financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC 400 West Market Street Suite 2100 Louisville, KY 40202 502.560.1231