The first time I walked into an Edward Jones office in the spring of 2003, I knew it was the place I wanted to make my career. The firm's philosophy of serving serious, long-term investors by buying quality investments and holding them for the long-term mirrored my own strategy. And to work and live in the same community as the clients I hoped to serve also appealed to me greatly.
Luckily, in the fall of 2004 that dream became a reality. After starting my career looking to open an office in the Rendon area, I was asked to take over an existing office in Burleson. Since that time, we have developed a personalized, established process to help our clients reach all of their most important financial goals.
I am proud to partner with two wonderful branch office administrators, Carol McKee and Nicola Taylor. Each has over a decade's worth of experience and is always ready to go above and beyond to create the ideal client experience.
My beautiful wife, Julie, and I live here in Burleson with our three children. I spend most of my free time traveling with my family, but also play an occasional round of golf.
I am actively involved in the community with the Burleson Area Midday Rotary Club's special projects, including our flag program and annual golf tournament. I have also enjoyed coaching my children's baseball and basketball teams through the Burleson Youth Association.
If you, or someone you know, could use a dedicated partner to help make your financial goals a reality, please give us a call.
- Retirement Income Strategies
- College Savings
- Wealth Strategies
- Insurance & Annuities
- Portfolio Reviews
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
Office Address115 N W Newton Drive Suite E
Burleson, TX 76028
Phone NumberLynn H Bates Jr at (817) 447-9446
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