Contact Information

900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746
Phone: 512-600-5370

Background

Carrie Yates

is a Vice President, Wealth Manager at HUB International, where she partners with high-net-worth individuals and families to build comprehensive financial strategies that span investment management, tax planning, estate planning, and options-based income strategies. With a particular passion for serving women navigating significant financial transitions, including divorce, inheritance, and retirement, Carrie brings both technical expertise and genuine relationship-driven guidance to every client she works with.

Carrie holds multiple designations, reflecting her commitment to ongoing education and well-rounded advisory expertise. She has been recognized as a Sharp Platinum Champion and a President’s Circle honoree for multiple consecutive years, recognition that reflects her steady commitment to client outcomes and professional excellence. Her practice is supported by a dedicated team that brings specialized focus to options trading, tax strategy, and client service, ensuring that each client household receives the depth of attention their financial picture deserves.

Beyond her client work, Carrie is an active participant in her local community and professional networks, with a particular commitment to women’s leadership and charitable causes. She believes that exceptional financial planning is rooted in trust, transparency, and relationships built over time, and she brings that philosophy to every aspect of her practice.

Areas of Focus

• Wealth Management 
• Financial Planning  
• Tax Planning and Optimization 
• Estate Planning and Wealth Transfer 
• Investment Management 
• Risk Management 
• Purchasing/selling of a business
• Family Office Services
• Equity & Executive Compensation Plans

Investment advisory services offered through HUB Investment Partners LLC, an SEC registered investment advisor. Insurance Services offered through HUB International.

HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S.
*Some of the services listed above may be provided outside of HUB International and its affiliates.