Casey Yates, Receptionist


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.

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


700 S Palafox St, Suite 300

Pensacola, FL 32502


3290 Dauphin St, Suite 506

Mobile, AL 36606


FL     : 850-435-4844

AL     : 251-471-2955

TF     : 877-318-6639

FAX   : 850-435-4843




© 2020 Safe Harbor Fiduciary


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.