Walter Yates joined The Fitzpatrick Group in 2018. He began his career in the financial industry in 1997, working in the Fund Services division at AIM Funds. He also worked as a Staff Accountant for the Wilson Financial Group, before leaving the industry to become a high school basketball coach and teacher, then later, a college basketball coach. He also opened a successful screen print and embroidery business in Beaumont, TX that has serviced the Golden Triangle area since 2010.
Walter identifies strategies to help minimize or eliminate tax liability for clients in their retirement years, as well as maximizing liquidity and cash flow for business owners or those in the active workforce.
Not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company.