Tamara Bates
Tamara Bates CRPS® Financial Advisor

As a financial advisor, Tamara provides high-level service and elevated support to help her clients address all of the important matters money touches. She specializes in creating financial plans tailored to her clients’ unique needs by getting to know the things that mean the most to them. Once she’s developed a deep understanding of their needs, wants and wishes, she applies her organizational skills, creative problem solving and attention to detail to provide truly customized financial planning.

Whether working to help business owners achieve their goals or guiding couples as they prepare for a joint retirement, Tamara’s highest priority is to serve as her clients’ trusted partner and help them strive toward the lives – and futures – they envision.

Friendly and sincere, Tamara takes pride in cultivating meaningful client relationships. “People feel they can trust me and rely on my knowledge to guide them through the ups and downs that accompany finances,” she says. “I also strive to make financial planning a fun process instead of an intimidating one. My clients can laugh or cry with me. No matter what they’re going through, they know I’m there for them.”

Before joining Raymond James in 2019, Tamara worked as a financial advisor at UBS. She’s also held roles as a development consultant for numerous nonprofits; as vice president of strategy and programs for Innovate+Educate; as a development director at Santa Fe Waldorf School; and as a program officer at the Schott Foundation for Public Education. Tamara views her varied background as an asset for her clients, enabling her to provide holistic guidance to everyone from female entrepreneurs to nonprofit leaders.

While Tamara dedicated much of her career to helping organizations fulfill their missions, she ultimately decided to become an advisor as a way to help individuals and families achieve their personal goals. Now that she’s joined the Raymond James family, she’s proud to work with a firm that prioritizes integrity and whose values align with her own.

Tamara holds a B.A. with magna cum laude honors in psychology from the College of Santa Fe, and an M.A. in urban and environmental policy and planning and in child development from Tufts University. Tamara was the recipient of the Pedro de Peralta Award from the College of Santa Fe for her service to the community, and of the Robert P. Guertin Graduate Student Leadership Award from Tufts University.

An active member of her community, Tamara has volunteered with countless organizations, including as a board member for Los Alamos National Laboratory Foundation and Southwest Creations Collaborative; as co-chair of the Art for Change event with the Santa Fe Art Institute; as founder of Power Gals, a monthly leadership group made up of professional women in their 30s and 40s; as part of the education committee of Performance Santa Fe; and as a member of the development committee for Conservation Voters of New Mexico.

Tamara, who is originally from a town west of Bozeman, Montana, lives in Santa Fe with her husband, Jacques. A ballet dancer throughout her childhood, Tamara now teaches ballet at the National Dance Institute in Santa Fe. She has continued practicing dance throughout her life, a passion ingrained in her by her mother, who ran a ballet school.

Raymond James is not affiliated with any organizations mentioned.