Marty Gates
Senior Client Service Associate at Waverly Advisors, LLC | Atlanta Metropolitan Area
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Senior Client Service Associate at Waverly Advisors, LLC in August 2023 to Present
Lead Advisor at Centurion Advisory Group in January 2023 to August 2023
Relationship Manager at Capital Insight Group in March 2020 to December 2022
401k Marketing Director at Centurion Advisory Group in January 2016 to March 2020
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Bellevue University, Master of Science in Strategic Finance, January 2016 to January 2018
Georgia Southwestern State University, Bachelor of Business Administration (B.B.A.), January 2012 to January 2014
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Responsiveness
Financial Planning Software
Client Onboarding
Attention to Detail
Customer Service
Leadership
401(k) Retirement Savings Plans
Financial Accounting
Office Administration
Microsoft Word
PowerPoint
Public Speaking
Social Media
Marketing
Retirement Savings
Microsoft Excel
Microsoft Office
Financial Advisory
Investment Strategies
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Discover more about Waverly Advisors, LLCWhat is Marty Gates email address?
Email Marty Gates at [email protected]. This email is the most updated Marty Gates's email found in 2026.
What is Marty Gates phone number?
Marty Gates phone number is 770.817.0125.
How to contact Marty Gates?
To contact Marty Gates send an email to [email protected]. If you want to call Marty Gates try calling on 770.817.0125.
What company does Marty Gates work for?
Marty Gates works for Waverly Advisors, LLC
What is Marty Gates's role at Waverly Advisors, LLC?
Marty Gates is Senior Client Service Associate
Marty Gates Email Addresses
Marty Gates Phone Numbers
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