James “Jim” Tate, Sr., CFP®
Portfolio Manager - Solutions Program
Senior Financial Advisor
Jim is the Managing Principal of Green Fairways Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ professional with almost 35 years of experience in the financial services industry. As a CFP® professional, he believes in goals-based investing and helps create personalized investment plans for his clients. Jim is a portfolio manager with the Solutions Program, and he helps build and manage customized portfolios on a discretionary basis for clients. As the Senior Financial Advisor, he leads the team’s investment management.
Jim is a graduate of the University of South Florida with a Bachelor’s degree in Economics and Psychology. He grew up in Venice and is actively invested in the community. He has served on several boards, including Big Brothers Big Sisters of the Sun Coast, Epiphany Cathedral School, and Plantation Golf & Country Club. His wife, Kelley, is his business partner and their sons, Jake and Alex, are also members of the Green Fairways Wealth Management team. Jim is a family man and loved raising his two sons in Venice, and he’s now enjoying being “Pops” to his granddaughter, Emerson. He is an avid golfer, enjoys skiing, and loves attending sporting events…particularly the Buccaneers and the Lightning.
Professional Licenses and Associations:
- Series 7, 9, 10, 63 and 66 Licenses
- Life and Variable Annuity Insurance Licensed
- CERTIFIED FINANCIAL PLANNER™
- Portfolio Manager - Solutions Program
- University of South Florida – B. A. in Economics and Psychology
- Epiphany Cathedral School Board
Jim loves being a small business owner in the community where he grew up. “Our clients like the personal, boutique feeling of our independent practice, but with the backing and support of a large firm.”