President
Concierge Wealth Advisors, Inc
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David Yates Email & Phone Number
President
at
Concierge Wealth Advisors, Inc
1 work email found
@legacyplanningpartnersllc.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
President
Location
Grapevine, Texas, United States
Company size
Who is David Yates? Overview
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Quick answer
David Yates is listed as President at Concierge Wealth Advisors, Inc, a with 33 employees, based in Grapevine, Texas, United States. AeroLeads shows a work email signal at legacyplanningpartnersllc.com and a matched LinkedIn profile for David Yates.
David Yates previously worked as President at Legacy Care Planning. David Yates holds Bachelor Of Business Administration (B.B.A.), Business, Management, Marketing, And Related Support Services from Baylor University - Hankamer School Of Business.
Company email context
Email format at Concierge Wealth Advisors, Inc
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{first}.{last}@legacyplanningpartnersllc.com
89% confidence
AeroLeads found 1 current-domain work email signal for David Yates. Compare company email patterns before reaching out.
Profile bio
About David Yates
David Yates founded Legacy Care Planning to identify and facilitate solutions with "Care and Purpose" for Elder and Generational planning challenges.His firm works in cooperation with attorneys, financial professionals and families in need of planning solutions for elder care and critical life events.LCP has a national presence and consults with strategic planning partners throughout the United States. Legacy also provides continuing education and curriculum for professional training, civic and church groups and corporate "lunch and learn" forums. For more information on Generational Planning and Educational opportunities go to: http://www.legacycareplanning.com/
Listed skills include Estate Planning, Medicaid, Veteran'S Benefits, Aid And Attendance, and 25 others.
Current workplace
David Yates's current company
Company context helps verify the profile and gives searchers a useful next step.
Concierge Wealth Advisors, Inc
2 roles
David Yates work experience
A career timeline built from the work history available for this profile.
President
CurrentLegacy Care Planning is a national company providing solutions to Generational planning challenges -- beginning with a "top down" approach beginning with the Elder.http://www.legacycareplanning.com/
Jul 2010 - Present
2 education records
David Yates education
Bachelor Of Business Administration (B.B.A.), Business, Management, Marketing, And Related Support Services
Bachelor Of Business Administration (B.B.A.), Elder Planning
FAQ
Frequently asked questions about David Yates
Quick answers generated from the profile data available on this page.
What company does David Yates work for?
David Yates works for Concierge Wealth Advisors, Inc.
What is David Yates's role at Concierge Wealth Advisors, Inc?
David Yates is listed as President at Concierge Wealth Advisors, Inc.
What is David Yates's email address?
AeroLeads has found 1 work email signal at @legacyplanningpartnersllc.com for David Yates at Concierge Wealth Advisors, Inc.
Where is David Yates based?
David Yates is based in Grapevine, Texas, United States while working with Concierge Wealth Advisors, Inc.
What companies has David Yates worked for?
David Yates has worked for Concierge Wealth Advisors, Inc and Legacy Care Planning.
How can I contact David Yates?
You can use AeroLeads to view verified contact signals for David Yates at Concierge Wealth Advisors, Inc, including work email, phone, and LinkedIn data when available.
What schools did David Yates attend?
David Yates holds Bachelor Of Business Administration (B.B.A.), Business, Management, Marketing, And Related Support Services from Baylor University - Hankamer School Of Business.
What skills is David Yates known for?
David Yates is listed with skills including Estate Planning, Medicaid, Veteran'S Benefits, Aid And Attendance, Retirement, Business Development, Selling, and Insurance.
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