William Tates is an institutional financial advisor based in Houston, TX.

William is responsible for providing retirement plan advisory services to corporate, government, and nonprofit organizations. Before joining CAPTRUST, he worked with private equity firms to raise capital in support of taking companies public and served as a wealth advisor helping clients design and implement retirement plan roadmaps. His background also includes experience as a retirement plan wholesaler, working with plan sponsors to evaluate recordkeeping platforms, investment lineups, and plan design features.

William earned his Bachelor of Business Administration from Howard Payne University. He completed graduate studies at the Graduate School of Business at Stanford University in Palo Alto, CA.

In his free time, William enjoys cooking, golfing, attending sporting events, and spending time with his family.