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Victor began his career in personal production and qualified for Rookie of
the Year, MDRT, the National Quality Award from NAIFA. He
transitioned to management role where he recruited, trained, mentored
and developed advisors and then a point-of-sale wholesale distribution
role for a national broker-dealer and RIA.
This background uniquely translates to Nationwide Advisory. Victor
brings practical, real-world solutions to advisors focused on holistic
financial planning to the clients they serve.
Victor supports his partners with:
• Non-Qualified Tax Efficient Retirement Planning
• Legacy and Estate Planning
• Alternatives to Private Placement
• Policy Reviews and Analysis
As a Regional Vice President supporting Nationwide’s Advisory Life
Distribution, he’s responsible for supporting RIA’s and Investment
Advisors nationally. He is available for practice and case consults, group
trainings and client presentations.
Victor lives in Pittsburgh, PA with his wife Amy and their three daughters;
May, Abby & Kate. He is a Formula 1 fan, gravel bike rider, beer league
hockey player, Penn State grad, and fan of all things Pittsburgh.

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VICTOR YATES

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