Samuel R Bates
Co-Founder, North Rim Financial Group Investment Executive, RJFSSamuel R. Bates, a seasoned professional in the financial services industry, co-founded North Rim Financial Group and operates from the St. George, UT branch. His commitment to building trust and respect with clients is unwavering, as he guides them towards realizing their long-term financial aspirations. Sam's comprehensive approach encompasses wealth management, financial planning, retirement, and estate planning, with tailored strategies for individuals, families, and business owners.
At North Rim Financial Group, Sam leverages the extensive resources of Raymond James, one of the nation's largest independent financial services firms. His focus is on providing customized financial solutions to meet each client's unique needs, backed by sophisticated investment models that are designed to enhance positioning during market volatility. His dedication to a high level of customer service is aimed at establishing him as a lifelong trusted wealth advisor.
Sam's journey in the financial sector began in 2011, following experiences in banking and business development. He holds a Bachelor of Science Degree in Business Administration from Weber State University.
Originally from northern California, Sam initiated his financial career in Mililani, Hawaii, before settling in St. George. He is an active participant in local pickleball and triathlon events, reflecting his dedication to community and personal wellness. Beyond his professional life, Sam is passionate about spending time outdoors and cherishing moments with his wife Melissa, daughter Jenna, and son Andrew.
Guided by a philosophy of active management and thoughtful investment strategy, Sam focuses on minimizing risk while looking to achieve consistent, meaningful growth. He avoids flashy investments that promise unrealistic returns. Instead, he employs targeted strategies that prioritize growth and risk management to help clients steadily reach their financial objectives with confidence.
For inquiries or consultations, Sam can be reached directly at (435) 429-0001 or via email at Sam@northrimfg.com.
