Casey Yates is the newest member of our Safe Harbor Fiduciary Team. Casey is a native of Virginia Beach and now resides in Irvington, Alabama. Casey brings with her to the Mobile office more than 10 years of experience as an administrative professional specializing in client relations and management.  Her devotion to detail and accuracy, as well as her customer service expertise makes her a welcomed addition to our Safe Harbor Team.

 

Casey enjoys fishing, hunting, and Alabama football in her free time. 

Visit

700 S Palafox St, Suite 300

Pensacola, FL 32502

 

3290 Dauphin St, Suite 506

Mobile, AL 36606

Call

FL     : 850-435-4844

AL     : 251-471-2955

TF     : 877-318-6639

FAX   : 850-435-4843

 

 

 

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Investment advisory services are offered through Safe Harbor Fiduciary, LLC, a Registered Investment Advisor. Insurance products and services are offered through Safe Harbor Tax Advisory, LLC.

Safe Harbor Fiduciary, LLC and Safe Harbor Tax Advisory, LLC are affiliated companies.