Linda G. Bates

Client Service Associate, Private Client Group

Linda joined Clearstead in 2014.  As Client Service Associate, Linda is responsible for coordinating all administrative aspects involved with serving private clients. This includes account transactions, meeting materials and other client deliverables and various special projects. Her goal is build strong client relationships by providing excellent client service.  Linda also serves on the Board of Clearstead’s Women’s Initiative, EmpowHer, as Coordinator of Charitable Giving.

Prior to joining Clearstead, Linda was administrative assistant at a financial advisory group in Westlake and PWC – Price Waterhouse, Cleveland. She was formerly a graphic designer and graphics department coordinator at Manco, Inc. (the “Duck Tape” company).  Linda studied marketing and graphic design at Cuyahoga Community College.

Find Your Clarity

We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.




1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114