George Bates is a financial advisor at Bates Financial Advisors, Inc. with a Series 66 designation and experience across several firms, including FTI Consulting, Rice University, Plains All American Pipeline, KPMG, and PricewaterhouseCoopers. He has one year of industry experience. Bates Financial Advisors, Inc. manages approximately $395 million for about 426 clients, offering portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and governmental entities. The firm develops customized investment policies and implements portfolios using a variety of instruments while monitoring accounts continuously.

Matthew Bates is a financial advisor at Bates Financial Advisors, Inc. in Rockford, IL. He holds a Series 66 designation and has one year of experience in the financial industry. Prior to his current role, he worked in various positions including at Republic Services, Inc. and held roles at the University of Texas and Brunswick Corporation. Bates Financial Advisors, Inc. manages approximately $395 million for around 426 clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and governmental entities, constructing personalized investment policies and monitoring accounts continuously.

George Bates is a financial advisor at Bates Financial Advisors, Inc. in Austin, TX, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and is a licensed attorney admitted in Illinois and various federal courts. In addition to his advisory work, he manages Global Proppant Supply LLC, which develops frac sand projects in Wisconsin. Bates Financial Advisors, Inc. is an SEC-registered advisory team of seven professionals managing approximately $395 million for around 426 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and governmental entities, using personalized investment policies and a range of financial instruments.