Katie Yates

About

Katie joined FCS Private Wealth Management / Family Office in 2022. As a Client Relationship Manager, Katie works with high and ultra-high net worth clients to deliver a first-class experience, unique wealth management solutions and unfailing account administration. Her passion for building relationships and connecting with clients and their families and her vast operational experience made her a great addition to FCS.

FCS Family Office serves our clients providing wealth management services to ultra high net worth individuals, families and institutions throughout the United States. FCS was recognized as a Forbes Top Wealth Management Team, Private Wealth 2022.

*Married with three children
*Main outside interests are running, working out, traveling, attending her kid's sporting events and spending time with her family


FCS Private Wealth Management was recognized by Forbes. The Forbes Top Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Private Wealth designates advisors whose account sizes are typically $10mm and above, though may have accounts with lower amounts. Fee paid for use of logo.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member FINRA/SIPC. FCS Family Office of FCS Private Wealth Management is a seperate entity from WFAFN.

Experience

Katie began in the financial services industry in 2005 and has served clients by providing exceptional service. Her experience with Registered Investment Advisor firms, Credit Unions, and Trust Departments gives her a vast background in payment processing, operations, client service and account administration.