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John Bates

FINANCIAL PLANNING INTERN

Overview

My role at the office includes assisting advisors with client questions and concerns, researching solutions for and with the paraplanner, and completing general office administration. Watching our advisors put steps in place every day to ensure that our clients have financial freedom only makes me want to further my career within the industry.

ACCREDITATIONS & EDUCATION

  • (In Progress) Youngstown State University - B.S.B.A Finance
  • Joseph Badger High School - Class of 2017

HOBBIES & PERSONAL LIFE

  • Member of Theta Chi Fraternity
  • From Kinsman, Ohio
  • I am involved with an intramural soccer team at YSU.
  • In my spare time, I like to go to the gym and spend time w/ family

FAVORITE QUOTE

"In three words, I can sum up everything I've learned about life. It goes on" - Jack Frost

John Bates
<br>- Financial Planning Intern -<br/>

330-503-6144

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