Carrie Yates

Carrie Yates is a Senior Wealth Advisor who helps clients establish tailored financial plans, guiding them through all stages of life—from wealth accumulation to distribution. Her goal is to empower clients to achieve financial security and confidence by creating personalized strategies that align with their goals and values. Carrie focuses on fostering trust, building lasting relationships, and delivering measurable, long-term financial growth.

With over two decades of experience in financial services, Carrie has a wealth of experience in working with business owners, designing alternative investment strategies, navigating options markets, and addressing complex financial needs. She previously served as Branch Manager for TD Ameritrade in New Orleans and Covington, overseeing seven financial consultants and earning Advisor of the Year recognition from 2018 to 2021. Prior to that, she spent 15 years at Fidelity in roles ranging from retirement plan services to account executive, where she worked with highly compensated individuals to manage RSUs and stock options. Carrie holds a degree in Economics from the University of Southern Mississippi.

Carrie’s accomplishments include earning HUB’s SHARP awards at the Gold Level in 2023 and 2024, Bronze Level in 2022, as well as being named a Lonestar recipient for 2025. Outside of work, she loves traveling internationally, exploring new cuisines through cooking, and challenging herself to learn a new craft every year—most recently, pottery.