William Yates III is a financial advisor at Eaglestrong Financial with 17 years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. Prior to joining Eaglestrong Financial in 2017, he worked at Waddell & Associates, LLC for one year. Eaglestrong Financial serves individuals, including high-net-worth clients, employer-sponsored retirement plans, and businesses, offering investment management and comprehensive financial planning. The firm employs a passive investment approach using index mutual funds and ETFs, with portfolios tailored to client-specific investment policy statements and managed mostly on a discretionary basis.

Dorothy Yates is a CFP® professional with eight years of experience in financial advising at Eaglestrong Financial in Memphis, TN. Prior to her advisory role, she operated Time Stand Still Photography and has been an independent representative for Juice Plus since 2007. Eaglestrong Financial serves individuals, employer-sponsored retirement plans, and businesses with investment management, financial planning, and employee benefit consulting. The firm generally employs a passive investment strategy focused on index funds and ETFs, offering both discretionary portfolio management and integrated financial planning through a small team of CFP and CPA credentialed advisors.