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Walt Yates

Financial Planner

Biography

Originally from Murphy, NC, Walt moved East to pursue his undergraduate degree in Mathematics from Elon University and started his career teaching high school in Greensboro, NC. After going back to get his Master’s at Elon University, he transitioned to a medical staffing role with Weatherby Healthcare before joining MassMutual Carolinas.

As a former high school teacher and coach, Walt saw firsthand the stress and anxiety that families went through in finding ways to pay for college, while simultaneously trying not to go broke.

Walt makes sure to have meaningful conversations with families and graduate students to identify what’s most important to them. Together, they work to build a strategy that is tailored uniquely to their financial goals, needs and time horizon.

Walt wants to connect and encourage a growing community of families and young professionals in the Triad and Triangle regions of North Carolina. His hope is that every client he works with feels more prepared and confident from the work they do together. His goal is that his community of clients will be educated and effective in achieving their life’s goals – whether that’s funding college, reaching financial independence or otherwise.

The most rewarding aspect about his role are the relationships he gets to have with the clients he works with. He loves seeing their idea of financial success become a reality.

In 2019, Walt was awarded ‘Rookie of the Year’ at MassMutual Carolinas. He also serves on the Greensboro Chamber of Commerce Board of Directors, Elon Triad Alumni Board and synerG Young Professionals as a Co-Chair.

Walt currently lives in Greensboro, NC with his wife, Caroline and dog, Sully. Outside of his professional life, Walt loves to watch sports – Panthers Football, Duke Basketball, and Premier League Soccer to name a few of his favorites. Being the foodie that he is, Walt is always ready to meet for breakfast at Biscuitville, lunch at a local sandwich shop, or for drinks at a local brewery after work. 

Community Involvement

synerG Young Professionals Council Co-Chair
Greensboro Chamber of Commerce Board of Directors
Elon Triad Alumni Board

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Student Loan Refinancing
  • College Funding Strategies
  • Retirement Strategies

Languages

  • English

Set-up an Appointment

Coverpath - Get a quote for term life insurance
Fortuna - A digital investment platform & a dedicated financial advisor
Commonbond - Get a preferred interest rate for student loan refinancing

CRN202207-266213

Check the background of this investment professional on FINRA's BrokerCheck