Ryan C. Bates
Founder, Investment Advisor Representative
Ryan is focused on helping clients work toward their retirement dreams through personalized and well-thought-out financial strategies.
Before establishing Bates Capital, Ryan began his career as an advanced funeral planner, guiding clients through comprehensive estate planning. He later transitioned into the financial services industry after an early opportunity to work part-time at a financial firm. Driven by a passion for building genuine relationships and providing thoughtful financial guidance, Ryan found his calling in helping clients plan and work toward their financial goals.
Ryan is a financial professional who offers investment and insurance products and services. He provides guidance on asset preservation and income planning, helping to ensure clients receive comprehensive strategies tailored to their financial goals. Ryan is a licensed Investment Advisor Representative. He holds the Series 6, Series 65 and Series 7 securities licenses along with the Life, Health and Annuities licenses.
Ryan resides in Lakeland, Florida, with his wife and their three children. Away from the office, Ryan loves golfing and spending quality time with his family.