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

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George H. Bates
Financial Analyst

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Matthew D. Bates
Financial Analyst

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Felicia Gulotta-Johnson
Office Manager Human Resources Manager

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LeLisa DiTullio
Advisor Assistant

Alma Mandujano
Advisor Assistant CRM Manager

Jennifer (Bates) Charles
Back Office Administrator, Compliance Administrator, Bookkeeper

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Breanna Nichols
Electronic Repository Administrator