Rockford Office
Bates Financial Advisors, Inc., and its affiliate companies, are equipped with a staff of well-qualified, experienced financial experts who are focused on providing the very best in products and services to their clients.
George D. Bates
Investment Advisor Representative
George E. Bates
Founder
Investment Advisor Representative
George H. Bates
Financial Analyst
Matthew D. Bates
Financial Analyst
Felicia Gulotta-Johnson
Office Manager
Human Resources Manager
LeLisa DiTullio
Advisor Assistant
Alma Mandujano
Advisor Assistant
CRM Manager
Jennifer (Bates) Charles
Back Office Administrator, Compliance Administrator, Bookkeeper
Breanna Nichols
Electronic Repository Administrator
Securities through Bates Securities, Inc., member
FINRA and
SIPC. Advisory services through Bates Financial Advisors, Inc., an SEC Registered Investment Adviser. Past performance is not indicative of future results. All investing involves risk of loss, including loss of some or all principal invested. Speak to your tax and/or financial professional prior to investing. Bates Securities, Inc. and Bates Financial Advisors, Inc. are affiliated through common control and ownership.