Contact

Phone: (800) 321-9123

Email: myates@raa.com

Michelle Yates, CDFA®️, BFA

Relationship Manager

Michelle Yates joined RAA in February of 2017 and serves as a Relationship Manager. She has over 15 years of financial industry expertise and has supported clients in varying roles with Strategic Wealth Partners, Durbin Bennet – Private Wealth Management, CYRS Wealth Advisors, and AMCORE Bank before joining RAA. She obtained her BA in Management and Leadership from Judson University in Illinois and holds a Series 65 Uniform Investment Advisor license, a certificate in Paraplanning from the American College of Financial Services, Behavioral Finance Advice (BFA™) and Divorce Financial Analyst (CDFA®) certifications,  and is currently working on obtaining her Certified Financial Planner (CFP®) certification. She is also a member of Women in Aviation and is an active member in the North Texas Chapter.