Financial advisor Patrick Yates, along with associates Carole Yates and Donna Calkin have joined the Louisville, Ky., branch of Raymond James & Associates. The team operates as Yates Financial Partners and manages more than $120 million in client assets and has annual production of $1.1 million.
Previously affiliated with UBS Financial Services, Patrick Yates also worked at Morgan Stanley, Pruco Securities and The Ohio Company.
