J. Adam Yates
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J. Adam Yates Email & Phone Number

Wealth Management AdvisorVice President at WealthSouth
Location: Bowling Green, Kentucky, United States 4 work roles 2 schools
1 work email found @truist.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email j****@truist.com
LinkedIn Profile matched
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Current company
WealthSouth
Role
Wealth Management AdvisorVice President
Location
Bowling Green, Kentucky, United States
Company size
26 employees

Who is J. Adam Yates? Overview

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Quick answer

J. Adam Yates is listed as Wealth Management AdvisorVice President at WealthSouth, a company with 26 employees, based in Bowling Green, Kentucky, United States. AeroLeads shows a work email signal at truist.com and a matched LinkedIn profile for J. Adam Yates.

J. Adam Yates previously worked as Wealth Mangement Advisor - Vice President at Wealthsouth and Financial Advisor at Raymond James. J. Adam Yates holds Mba, Data Analytics from Western Kentucky University.

Company email context

Email format at WealthSouth

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{first_initial}{last}@truist.com
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AeroLeads found 1 current-domain work email signal for J. Adam Yates. Compare company email patterns before reaching out.

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Profile bio

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.

Current workplace

J. Adam Yates's current company

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WealthSouth
Wealthsouth
Wealth Management AdvisorVice President
danville, kentucky, united states
Website
wealthsouth.com
Employees
26
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4 roles

J. Adam Yates work experience

A career timeline built from the work history available for this profile.

Wealth Mangement Advisor - Vice President

Current
Wealthsouth

Bowling Green, Kentucky, United States

Sep 2024 - Present

Financial Advisor

Current
Raymond James

Bowling Green, Kentucky, United States

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.

Sep 2024 - Present

Private/Wealth Advisor - Vice President

Bb&T
Sep 2012 - Sep 2024
Team & coworkers

Colleagues at WealthSouth

Other employees you can reach at wealthsouth.com. View company contacts for 26 employees →

SG Steve Graham Steve Graham Colleague at WealthsouthBowling Green, Kentucky, United States, United States View → DS Darren Spainhoward Darren Spainhoward Colleague at WealthsouthEvansville, Indiana, United States, United States View → JW Judy Walker Judy Walker Colleague at WealthsouthDanville, Kentucky, United States, United States View → JF James Fereday James Fereday Colleague at WealthsouthLexington, Kentucky, United States, United States View → JF Jeremy Frye Jeremy Frye Colleague at WealthsouthBowling Green Metropolitan Area, United States View → TT Tyler Terawood Tyler Terawood Colleague at WealthsouthLexington, Kentucky, United States, United States View → CP Cassie Porter Cassie Porter Colleague at WealthsouthDanville, Kentucky, United States, United States View → JC John Cadwell, Cfp® John Cadwell, Cfp® Colleague at WealthsouthLexington, Kentucky, United States, United States View → JF Joanna Futrell Joanna Futrell Colleague at WealthsouthBowling Green, Kentucky, United States, United States View → RC Rick Cash Rick Cash Colleague at WealthsouthUnited States, United States View →
2 education records

J. Adam Yates education

FAQ

Frequently asked questions about J. Adam Yates

Quick answers generated from the profile data available on this page.

What company does J. Adam Yates work for?

J. Adam Yates works for WealthSouth.

What is J. Adam Yates's role at WealthSouth?

J. Adam Yates is listed as Wealth Management AdvisorVice President at WealthSouth.

What is J. Adam Yates's email address?

AeroLeads has found 1 work email signal at @truist.com for J. Adam Yates at WealthSouth.

Where is J. Adam Yates based?

J. Adam Yates is based in Bowling Green, Kentucky, United States while working with WealthSouth.

What companies has J. Adam Yates worked for?

J. Adam Yates has worked for Wealthsouth, Raymond James, Bb&T, and Ameriprise Financial Services, Inc..

Who are J. Adam Yates's colleagues at WealthSouth?

J. Adam Yates's colleagues at WealthSouth include Steve Graham, Darren Spainhoward, Judy Walker, James Fereday, and Jeremy Frye.

How can I contact J. Adam Yates?

You can use AeroLeads to view verified contact signals for J. Adam Yates at WealthSouth, including work email, phone, and LinkedIn data when available.

What schools did J. Adam Yates attend?

J. Adam Yates holds Mba, Data Analytics from Western Kentucky University.

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