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2016-02-16T00:00:00.000Z

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Michelle G. Yates

Client Service Associate

Durbin Bennett Peterson LLP

HQ Phone: (512) 439-4800

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Durbin Bennett Peterson LLP

100 Congress Avenue Suite 1600

Austin, Texas 78701

United States

Company Description

Founded in 1987, Durbin Bennett | Tax Advisors is a tax and financial consulting firm providing tax planning and compliance services to high wealth individuals, their estate planning entities, and their closely held businesses. Our Firm has an experienced ... more

Find other employees at this company (14)

Background Information

Affiliations

Advisor
Private Wealth Management , LLC

Education

Bachelor of Arts degree

Management and Leadership

Judson University

Web References (8 Total References)


Michelle ...

www.durbinbennett.com [cached]

Michelle Yates

Advisor
...
Michelle Yates
Michelle is responsible for client administrative and operational needs, including investment and financial planning reports, account maintenance and monitoring, and general support. She 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. She holds the Series 65 license as well as a Certificate in Paraplanning Development from the American College of Financial Services. She is also currently pursuing the CERTIFIED FINANCIAL PLANNING™ certification.


Private Wealth Management | www.dbpaustin.com

www.durbinbennett.com [cached]

Michelle Yates Client Service Associate


Michelle Yates | www.dbpaustin.com

www.durbinbennett.com [cached]

Home > Michelle Yates

...
Michelle Yates
...
Michelle Yates
Client Service Associate
Michelle is responsible for client administrative and operational needs, including investment and financial planning reports, account maintenance and monitoring, and general support. She 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. She also holds a Certificate in Paraplanning Development from the American College of Financial Services.


Private Wealth Management | www.dbpaustin.com

www.dbpaustin.com [cached]

Michelle Yates Client Service Associate


Michelle Yates Client ...

www.durbinbennettpeterson.com [cached]

Michelle Yates Client Service Associate

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