Heather B. Bates, MBA
Founder and Financial Adviser
Heather Bates is the founder of Bates Wealth Strategies, LLC. She started her career in the financial industry in 2013. Heather sincerely believes that most people want to do what's right: right for themselves, right for their families, and right for their communities. She loves the opportunity to make it easier for people to do what's right, and more importantly, make it easy for her to do right by them. She is passionate about helping her clients create and understand their financial goals in order to develop a sound financial strategy.
She resides in Troup, TX with her husband, Trevor, their daughter, Charley Rei and son, Ford Elwood. Family is everything to her.
Heather graduated Magna Cum Laude from The University of Texas at Tyler with a Bachelor's and a Master's of Business Administration.
Maintaining a strong sense of community and a solid professional foundation are also very important to Heather. She passionately gives back by serving on the Christus Trinity Mother Frances Women's Board.
Heather enjoys spending time and traveling with her family and friends.
