Nikki Yates Email & Phone Number
Wealth Management Associate @ Pioneer Wealth Management Group
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Nikki Yates Location
- Austin, TX, US
Nikki Yates Work
- Wealth Management Associate @ (August 2026 - Present)
- Financial Planner @ (August 2024 - Present)
- Wealth Management Associate @ (January 2023 - August 2024)
- Wealth Advisor @ (August 2022 - January 2023)
- Wealth Advisor Associate @ (October 2021 - January 2023)
- Wealth Planning Associate @ (January 2020 - July 2021)
- Client Service Associate @ (October 2017 - December 2019)
Nikki Yates Education
- The University of Texas at Austin
Bachelor of Science (BS) (Kinesiology - Major in Health Promotion and Minor in Education)
2013-2017
Nikki Yates Skills
- Family Wealth Management
- Independent Financial Advice
- Certified Financial Planner
- Series 65
- Wealth Management
- financial advisor
- Teamwork
- Problem Solving
- teaching
- Customer Relationship Management (CRM)
- Curriculum Development
- Creative Writing
- Public Speaking
- coaching
Nikki Yates Summary
- Nikki Yates, based in Austin, TX, US, is currently a Wealth Management Associate at Pioneer Wealth Management Group. Nikki Yates brings experience from previous roles at Austin Wealth Management, Maxwell Locke & Ritter LLP and Pioneer Wealth Management Group. Nikki Yates holds a 2013 - 2017 Bachelor of Science (BS) in Kinesiology - Major in Health Promotion and Minor in Education @ The University of Texas at Austin. With a robust skill set that includes Family Wealth Management, Independent Financial Advice, Certified Financial Planner, Series 65, Wealth Management and more. Nikki Yates has 3 emails and 1 mobile phone numbers on RocketReach.
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