Financial advisor Patrick Yates, along with associates Carole Yates and Donna Calkin have joined the Louisville, Ky., branch of Raymond James & Associates. The team operates as Yates Financial Partners and manages more than $120 million in client assets and has annual production of $1.1 million.
Previously affiliated with UBS Financial Services, Patrick Yates also worked at Morgan Stanley, Pruco Securities and The Ohio Company.
His wife, Carole Yates, began her financial services career with UBS in 2002 and serves as the marketing associate.
Calkin spent the last 22 years as a sales associate at UBS prior to joining Yates Financial Partners, where she serves as a customer service associate.
Yates Financial Partners offers a variety of services for clients, including estate planning, retirement and financial goal planning, college planning, insurance and annuities.
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