James “Jim” Tate, Sr. CFP®
Jim is the Managing Principal of Green Fairways Financial. 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 the firm’s 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 2017. He has also served on the Licensee Advisory Board (LAB) with Wells Advisors Fargo 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. He is an avid golfer; enjoys skiing and loves attending sporting events…particularly the Buccaneers and the Lightning. He and his wife Kelley are partners in raising their two sons, Jake and Alex, as well as partners in running their business. They have been married for 33 years.
Professional Licenses and Associations:
- Series 7, 63 & 66 Registered
- Life, Health and Variable Annuity Insurance Licensed
- CERTIFIED FINANCIAL PLANNER (CFP)
- Private Investment Management (PIM)1, Portfolio Manager
- Premier Advisor 2 with Wells Fargo Advisors Financial Network
- Licensee Advisory Board (LAB)
- University of South Florida – B. A. in Economics and Psychology
- Epiphany Cathedral School Board
The PIM program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000. The 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.
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 like that Green Fairways Financial has the backing and support of a large firm.”