Our Wealth Management Advisors
Kevin Bates
Vice President
As vice president, Kevin Bates works with professionals, business owners and high net-worth individuals, advising them on strategies for asset accumulation and wealth preservation. Prior to joining NFP, Kevin was a partner at Cambridge Consulting Group.
Kevin has over 30 years of experience in the financial services industry and offers a unique approach to financial planning that goes beyond the normal scope of client service. This approach includes consideration of a client’s taxation, retirement planning, business structure and real estate through all stages, from accumulation of wealth to estate planning and philanthropy.
Kevin is recognized by HOUR Magazine as a Five-Star Wealth Manager in values-based planning for families. To serve his clients’ needs, Kevin educates his clients and utilizes financial mapping to help address both their financial and lifelong goals.
An active member of the professional community, Kevin is affiliated with many local organizations including The Greater Detroit Association of Life Underwriters and the Society of Finance Service Professionals. He also served previously as a registered financial advisor for the National Football League Players Association. In his spare time, Kevin enjoys skiing, playing golf and traveling.
Kevin and his wife have three children, and currently reside in Clarkston, MI.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures