Alex Tate

Alex worked part-time for Green Fairways Wealth Management from 2015-2018 during college breaks from Jacksonville University. After graduation in December of 2019, he joined the team full-time as a Client Associate and a Financial Advisor Trainee. Alex will work in operations while he is in the training program and studying for his Series 7 and Series 66 licenses.

Alex has a degree in Business Management from Jacksonville University. While studying at JU, he had the opportunity to study abroad on two occasions; his sophomore year in Taiwan and his junior year in Scotland. He was a coxswain for Jacksonville University’s Division I Crew Team for four years. He enjoyed the experience of traveling for regattas; the highlight was coxing his team at the Head of the Charles. As a hobby Alex builds gaming computers and he enjoys gaming with his friends. In his free time he also likes reading, sport shooting, fishing, travel and spending time with his dog, Stella.

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Alex Tate
    Professional Licenses and Associations:
  • Jacksonville University – Degree in Business Management

Alex likes to see how the team works together to do the right thing for clients. “It’s great to see how each person has a role in working with our clients and that we all work together well as a team.”

Alex Tate with dog