Senior Vice President, Investments
Current
Sep 2014 - Present
AeroLeads people directory · profile
Patrick Yates Email & Phone Number
Senior Vice President, Investments,RICP at Yates Financial Partners of Raymond James
at
Raymond James
1 work email found
@raymondjames.com
1 phone found area 502
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Vice President, Investments,RICP at Yates Financial Partners of Raymond James
Location
Louisville, Kentucky, United States
Company size
Who is Patrick Yates? Overview
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Quick answer
Patrick Yates is listed as Senior Vice President, Investments,RICP at Yates Financial Partners of Raymond James at Raymond James, a company with 18734 employees, based in Louisville, Kentucky, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 502, and a matched LinkedIn profile for Patrick Yates.
Patrick Yates previously worked as Senior Vice President, Investments at Raymond James and First Vice President- Investments at Ubs Financial Services, Inc. Patrick Yates holds Bachelor Of Science,Finance from University Of Louisville.
Company email context
Email format at Raymond James
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{first}.{last}@raymondjames.com
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AeroLeads found 1 current-domain work email signal for Patrick Yates. Compare company email patterns before reaching out.
Profile bio
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.htmRaymond James & Associates, Inc., Member New York Stock Exchange/SIPC400 West Market StreetSuite 2100Louisville, KY 40202502.560.1231
Listed skills include Investments, Financial Services, and Professional Services.
Current workplace
Patrick Yates's current company
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Raymond James
2 roles
Patrick Yates work experience
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First Vice President- Investments
Mar 2002 - Sep 2014
Team & coworkers
Colleagues at Raymond James
Other employees you can reach at raymondjames.com. View company contacts for 18734 employees →
SW
Stephanie Wright
Colleague at Raymond James
Buffalo, Minnesota, United States, United States
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EH
E Hamilton
Colleague at Raymond James
Myrtle Beach, South Carolina, United States, United States
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AT
A Torrington
Colleague at Raymond James
Palm Beach Gardens, Florida, United States, United States
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TB
Trang Bell
Colleague at Raymond James
Fall City, Washington, United States, United States
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BJ
Brooks Jeb
Colleague at Raymond James
Catonsville, Maryland, United States, United States
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BC
Benjamin Cohen
Colleague at Raymond James
Chicago, Illinois, United States, United States
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JS
Jake Selden
Colleague at Raymond James
Weston, Connecticut, United States, United States
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AG
Abhay Gonella
Colleague at Raymond James
London, England, United Kingdom, United Kingdom
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JW
John Watson
Colleague at Raymond James
Clearwater, Florida, United States, United States
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SE
Sarah E. Melia, Cfp®, Cep®
Colleague at Raymond James
Macomb Township, Michigan, United States, United States
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Stephanie Wright
Colleague at Raymond James
Buffalo, Minnesota, United States, United States
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EH
E Hamilton
Colleague at Raymond James
Myrtle Beach, South Carolina, United States, United States
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AT
A Torrington
Colleague at Raymond James
Palm Beach Gardens, Florida, United States, United States
View →
TB
Trang Bell
Colleague at Raymond James
Fall City, Washington, United States, United States
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BJ
Brooks Jeb
Colleague at Raymond James
Catonsville, Maryland, United States, United States
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BC
Benjamin Cohen
Colleague at Raymond James
Chicago, Illinois, United States, United States
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JS
Jake Selden
Colleague at Raymond James
Weston, Connecticut, United States, United States
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AG
Abhay Gonella
Colleague at Raymond James
London, England, United Kingdom, United Kingdom
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JW
John Watson
Colleague at Raymond James
Clearwater, Florida, United States, United States
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SE
Sarah E. Melia, Cfp®, Cep®
Colleague at Raymond James
Macomb Township, Michigan, United States, United States
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1 education record
Patrick Yates education
FAQ
Frequently asked questions about Patrick Yates
Quick answers generated from the profile data available on this page.
What company does Patrick Yates work for?
Patrick Yates works for Raymond James.
What is Patrick Yates's role at Raymond James?
Patrick Yates is listed as Senior Vice President, Investments,RICP at Yates Financial Partners of Raymond James at Raymond James.
What is Patrick Yates's email address?
AeroLeads has found 1 work email signal at @raymondjames.com for Patrick Yates at Raymond James.
What is Patrick Yates's phone number?
AeroLeads has found 1 phone signal(s) with area code 502 for Patrick Yates at Raymond James.
Where is Patrick Yates based?
Patrick Yates is based in Louisville, Kentucky, United States while working with Raymond James.
What companies has Patrick Yates worked for?
Patrick Yates has worked for Raymond James and Ubs Financial Services, Inc.
Who are Patrick Yates's colleagues at Raymond James?
Patrick Yates's colleagues at Raymond James include Stephanie Wright, E Hamilton, A Torrington, Trang Bell, and Brooks Jeb.
How can I contact Patrick Yates?
You can use AeroLeads to view verified contact signals for Patrick Yates at Raymond James, including work email, phone, and LinkedIn data when available.
What schools did Patrick Yates attend?
Patrick Yates holds Bachelor Of Science,Finance from University Of Louisville.
What skills is Patrick Yates known for?
Patrick Yates is listed with skills including Investments, Financial Services, and Professional Services.
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