Marty Gates Email & Phone Number
Associate Financial Planner @ WA Asset Management, LLC
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Marty Gates Location
- Atlanta, GA, US
Marty Gates Work
- 2025 -now Associate Financial Planner @
- 2023 -2025 Senior Client Service Associate @
- 2023 -2023 Lead Advisor @
- 2020 -2022 Relationship Manager @ Capital Insight Group
- 2016 -2020 401k Marketing Director @
Marty Gates Education
- Bellevue University
Master of Science in Strategic Finance (Entrepreneurial and Small Business Operations)
2016-2018 - Georgia Southwestern State University
Bachelor of Business Administration (B.B.A.) (Accounting)
2012-2014
Marty Gates Skills
- Responsiveness
- Financial Planning Software
- Client Onboarding
- Attention to Detail
- Customer Service
- Leadership
- 401(k) Retirement Savings Plans
- Financial Accounting
- Office Administration
- Microsoft Word
- PowerPoint
- Public Speaking
- Social Media
- Marketing
- Retirement Savings
- Microsoft Excel
- Microsoft Office
- Financial Advisory
- Investment Strategies
Marty Gates Summary
- Marty Gates, based in Atlanta, GA, US, is currently a Associate Financial Planner at Waverly Advisors, LLC. Marty Gates brings experience from previous roles at Waverly Advisors, LLC, Centurion Advisory Group and Capital Insight Group. Marty Gates holds a 2016 - 2018 Master of Science in Strategic Finance in Entrepreneurial and Small Business Operations @ Bellevue University. With a robust skill set that includes Responsiveness, Financial Planning Software, Client Onboarding, Attention to Detail, Customer Service and more. Marty Gates has 3 emails and 1 mobile phone numbers on RocketReach.
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