Kelley Tate

Financial Advisor

Business Manager

Since 2014, Kelley has specialized in guiding women through their unique financial challenges. Acting as a trusted advisor and advocate, Kelley strives to help women pursue their goals while making wise financial decisions for themselves and their families. She believes that all women, whether single or married…working or retired, should have an understanding of proper investing and money management strategies. By educating her clients and utilizing Green Fairways 7-step approach, she simplifies the investment process for her clients. In addition to working with women, her expertise on the Green Fairways team includes philanthropic giving and education funding. Kelley is partners with her husband, Jim, and she is the Business Manager for their practice.

A fourth-generation native Floridian, Kelley grew up in Sarasota and attended Manatee Community College (SCF) and Florida State University. She has been involved with several charities in the community and has mentored young women through Big Brothers Big Sisters of the Suncoast. Kelley and her husband, Jim, have been married for 35 years and their two sons, Jake and Alex, work with them at Green Fairways. Family is a priority for Kelley and she especially loves spending time with her granddaughter, Emerson Grace. Her other interests are reading, travel, bunco, book club and golf.


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Kelley Tate
    Professional Licenses and Associations:
  • Series 7, 63 & 66 Registered
  • Life, Health and Variable Annuity Insurance Licensed
  • Florida State University

Kelley likes how the principles of golf parallel their philosophy of running their practice. “It is true both in golf and in our business, that integrity is essential, preparation is vital, and follow-through makes the difference.”

Kelly Tate candid photo