Broker Check
Scott Yates

Scott Yates

Project Administrator

Professional Profile:

Scott started in the life insurance industry in 1987, working for a Brokerage agency for 17 years. During this time he progressed from a marketing representative to Vice President of The Shaw Company. Eventually he became Managing Director of the Houston office of BISYS. He formed Client Management Services in 2004, focused on helping agents and clients review existing life insurance coverages.

Professional Registrations:

Securities: Series 65 - Registration held with LPL Financial
Insurance: Group 1 Life & Health


BA Business Administration - University of Houston Clear Lake
Business Programmer Diploma – Massy Business College
CLU – Chartered Life Underwriter

Community Involvement:

University of Houston Alumni Association
Nature Conservancy