Home > Michelle Yates
Client Service Associate
is responsible for client administrative and operational needs, including investment and financial planning reports, account maintenance and monitoring, and general support.
has over ten years of experience in the financial services industry with a heavy concentration in wealth management, trust, estate planning, retirement planning, and insurance.
She joined Durbin Bennett in July 2012.
Prior to joining our firm, Michelle was a former Private Banking Sales Coordinator as well as a Trust Associate for a bank and trust firm in Illinois.
Before beginning her career in the financial services industry, she was a Deputy Clerk at the Winnebago County Courthouse in Rockford, Illinois.
Michelle earned an Associates of Applied Science degree in Legal Assisting from Rockford Business College, in Illinois, then went on to earn a Bachelor of Arts degree in Management and Leadership from Judson University in Rockford, Illinois.
also holds a Certificate in Paraplanning Development from the American College of Financial Services