James “Jim” Tate, Sr., CFP®
Senior PIM Portfolio Manager
Senior Financial Advisor
Jim is the Managing Principal of Green Fairways Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ professional with over 30 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 through Envision®. Jim is a portfolio manager with the Private Investment Management (PIM) 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 has earned the distinction of Premier Advisor with Wells Fargo Advisors Financial Network each year since joining the firm in 2015. He has also served on the Licensee Advisory Board (LAB) with Wells Fargo Advisors Financial Network.
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 also his business partner and their sons, Jake and Alex, are also members of the Green Fairways 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 & 66 Registered
- Life and Variable Annuity Insurance Licensed
- CERTIFIED FINANCIAL PLANNER™
- Private Investment Management (PIM)1, Portfolio Manager
- Premier Advisor2 with Wells Fargo Advisors Financial Network
- 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 they are assured that Green Fairways has the backing and support of a large firm.”
2The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production, completion of educational components and professionalism.