• Lara Yates, CFP®

    Financial Advisor

    CERTIFIED FINANCIAL PLANNER™

Previous positions held:

  • Vice President, Osprey Partners Investment Management, LLC
  • Vice President, Raymond James-Asset Management Services
  • Assistant Vice President, Raymond James-Operations

Education:

  • University of Tampa, MBA
  • University of Michigan, BBA

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.