Chad Bates
Hello, I’m Chad Bates. As the President & CEO and Team Leader of Legacy Financial, Inc., your esteemed wealth advisory firm, I am delighted to introduce myself and offer some insights into my background as we embark on this journey together.
I graduated from Texas A&M University in 1979 with a BBA in management and have been married for 43 years to Joy, who works alongside me in our various financial divisions serving our valued clients. We have three children and three incredible grandchildren. We also have a wonderful Lab/border collie mix, Aggie Chief Bates. I am passionate about cooking, travel, and spending time with family. I am also very passionate about my community, Church, and charitable service. We have founded numerous significant charitable fundraisers that have literally returned millions of dollars to local charities and growing. I have also served on the Board of Trustees of the Episcopal Diocese of Fort Worth for over 28 years- a Diocese of 58 Churches where I oversee Strategic Planning and all Real Estate and Investment matters. I have the pleasure of serving on our Rotary Club of Arlington Board as Director of Fund Development. I currently serve on the Greater Arlington Chamber of Commerce Board and have served on the Executive Committee numerous times. I serve the City of Arlington on the Arlington Convention and Visitors Bureau Board and have also been on the Economic Development Commission. I am a past Chair of the AISD Education Foundation and past President of Young Men for Arlington, Chair of the Cross Timbers District Boy Scouts of America, and numerous other boards. I was a Co-Chair of the largest AISD Bond package and have served on multiple other committees as an advocate for public education. I have had the pleasure of continuing my involvement with Texas A&M post-graduation, serving on the College of Management Advisory Board and on the Board and Executive Committee for the Center for Entrepreneurship. Our quest to serve others has yielded numerous honors including Chamber Business of the Year, Better Business Bureau Golden Torch award, recognition of an Inc 500 Fastest growing companies in America, Fort Worth Star Telegram 2004 Man of the Year, and a PTA Life Members. I am proud to be an Eagle Scout and the Dad of two Eagle Scouts.
My background in financial matters is extensive having worked in Banking, Mortgage Banking, consulting and litigation support, and Investments/Insurance. I have had the pleasure of participating or managing over $ 5 Billion of financial transactions in my career and counting. I have founded 5 companies thus far in my career in addition to having served in Executive Management at a major Bank.
Most of all my passion is to serve our clients personally and professionally with the highest level of integrity. Whether you need help in maximizing your secure retirement, business succession planning, risk management for you and your business and family, or any other of our extensive list of services, I envision myself in your shoes to advise you on the very best options to suit your needs. This is not an industry that should take a “cookie cutter” approach to serving our clients and friends- every single situation requires a personalized and tailored approach to meet and exceed your needs.
I look forward to getting to know you and helping you obtain your goals!