Garrett Coates, Financial Advisor, First VP of Investments, Raymond James

08/18/2026

Thank you, Wayne County!

I had an absolute blast participating in the Wayne County Fair this year! A few of my personal highlights included:

• Reconnecting with friends and family I hadn't seen in a while
• Meeting so many great new faces in the community
• Cheering on the Wayne High athletes at their Volleyball and Baseball games
• Playing in the 3-on-3 basketball tournament (even if I'm still feeling it today!)

I love Wayne County, the people, and this incredible community. It's a truly special place. I stand a little taller and puff out my chest a little extra whenever someone asks where I'm from and I get to say, "I'm from Wayne County!"

Thank you to everyone who stopped by the booth to say hi! To anyone I missed this time around, I look forward to catching up with you soon. I'm excited to be visiting and meeting with people in the County on a monthly basis moving forward.

If you ever have financial questions or just want to bounce a few ideas around, please don't hesitate to reach out.

I'm proud to support Wayne High Sports this year, and I can't wait for the Fair next year!

08/15/2026

The Wayne County Fair parade kicks off in just 15 minutes! Keep an eye out for our truck rolling down the route.

After the parade, come say hi at our booth in the park—we've got face painting, giveaways, and a cooler raffle you won't want to miss! See you there!

08/15/2026

I'm so excited for the Fair tomorrow!

This will be my first time in the parade, and I can't wait. After it wraps up, make sure to stop by and say hi at our booth at the park!

Bring the kids and grandkids for FREE face painting, and drop your name in to win a brand-new Lifetime cooler - I own one and they are built to last!

It feels so good to be back home. I love this place! See you tomorrow!

08/12/2026

It's almost GO TIME, Wayne County! Bags are packed, the truck is loaded, and I'm officially headed to the Worlds Fair!

I've been prepping like crazy and can't wait to participate in the Fair!

Looking forward to reconnecting with old friends, meeting new faces, and getting everything set up.

Stop by, say hi, and catch up! See you all soon!

07/29/2026

Last week was our Anniversary! The last 21 years have been my favorite! I think regularly how God blessed me to meet Hollie!

I love you so much! Hollie is the rock to our family and makes it all go! She is a babe, spunky, funny, a movie quoting machine! She is a saint - I mean she somehow puts up with me!

I love you Hollie! You're my favorite!!!

07/21/2026

Out of the office and onto the trail! 🏕️

I recently took a few days off to attend The Church of Jesus Christ of Latter-day Saints Pioneer Trek at Martin's Cove with my 11- and 13-year-old daughters, and it was an experience we'll never forget.

It is so important to step away from work and make memories like this, that will last forever! I love my daughters, I'm so grateful to be their Dad.

We pushed heavy wooden handcarts, dressed in pioneer clothing (which was very classy - ha), camped under the stars, and walked the same historic grounds as the early pioneers. Seeing my girls show so much grit, dedication, positive attitude, and heart throughout the journey was incredible.

Running a business keeps life busy, but moments like these—unplugged and focused entirely on family—are what it's all about.

I'm so thankful to my amazing clients and team for supporting me while I was away. I'm back and ready to hit the ground running!

Have any of you ever been to Martin's Cove or done a Trek before? I'd love to hear your favorite memories in the comments!

07/09/2026

I had a great time visiting Wayne County! A huge thank you to each of the local business owners who took the time to speak with me.

It was wonderful catching up with my sister Rachelle and visiting with Desi at Desi's Head Shed.

I also really enjoyed meeting with my sister Marcie and the team at Taylor Built Construction.

Walking around brought back so many incredible core memories from growing up here.

I'm excited to make regular visits to the area moving forward. Next up: the Wayne County Fair next month! Please come by my booth after the parade—I'd love to introduce myself, catch up, and see you all there.

07/05/2026

Happy July 4th!

We had a great time at Stadium of Fire with family!

My Peyton girl worked so hard and did an amazing job dancing at the Stadium of Fire!

I'm so grateful for the freedoms which we enjoy! I love this Country!

07/03/2026

Visiting Wayne County Next Week

I'm making a commitment to be in Wayne County on a monthly basis to better serve local families and business owners.

Growing up in Loa through the 5th grade, I learned early on what makes this community so special. My parents and sisters still live nearby, so any excuse to come back is a good one.

More importantly, I want to help ensure that families and business owners in our rural communities have direct access to quality financial planning, retirement planning, estate planning, investment management, and business succession guidance—without always having to make the drive to the Wasatch Front.

I'll be around the county on Monday and Tuesday and would love the opportunity to catch up.

If you've been thinking about your retirement goals, reviewing your investments, establishing a 401(k) plan for your business, or planning for the future of your business and family, let's connect.

[email protected]
801-449-7010

Looking forward to being back in Wayne County!

amazonaws.com

07/01/2026

What's in a name?

For me, it's a promise.

When establishing the identity for my practice, I knew I wanted something that reflected the deep, personal commitment I make to every single client. That's why I'm incredibly proud to officially introduce my new business name and logo:

Coates Financial Planning of Raymond James

Putting my family name on the door isn't just a branding decision—it's a reflection of the values I was raised with and the legacy I'm working to build.
Over the last 17 years in the financial industry, I've learned that wealth management is about much more than numbers.

It's about families.

It's about generations.

It's about trust.

Carrying the Coates name into my daily work represents a few important commitments to my clients:

A personal commitment:

My name is my bond. When you sit across the table from me, you're receiving advice backed by my personal and family reputation.

Rooted values:

Hard work, transparency, and a genuine commitment to our local community drive everything I do.

A generational perspective:

Just as I'm building something for my family's future, my goal is to help protect and grow your wealth for the people who will one day carry your name.

I'm grateful for every client, every conversation, and every opportunity to help people move forward with clarity and confidence.

If you're looking for a more personal approach to financial planning, I'd be honored to connect.

— Garrett Coates
Coates Financial Planning of Raymond James