Nikki Yates is an associate with ML&R Wealth Management. She assists our advisors and their clients. Nikki values client relationships and loves being part of an advisory team that strives to help clients achieve their financial goals.
Nikki started her career in 2017 at a fee-only advisory firm in Austin, TX. Over the course of her career, she has assisted clients with long term wealth planning, investment management, and their day-to-day financial needs. She most enjoys getting to know clients on a more personal level to better understand how to best meet their needs.
- Wealth Management
- Retirement Planning
- Investment Management
- Financial Planning
University of Texas at Austin
BS in Kinesiology
- Young Women’s Alliance – Austin, TX
- NAPFA’s Austin Group – Co-Chair
- Financial Planning Association (FPA)
- CERTIFIED FINANCIAL PLANNER ™
