Skip to content
Green Fairways Wealth ManagementGreen Fairways Wealth Management
Make an appointment
  • Home
  • About Us
    • About Us
    • James "Jim" Tate Sr
    • Kelley Tate
    • James "Jake" Tate Jr
    • Alex Tate
    • Imelda Locke
    • Leeann Kalinski
    • Our Mission
    • Our Story
    • Why Work With a CFP®
    • About Raymond James
  • Our Clients
    • Our Clients
    • Business Owners
    • Families & Individuals
    • Healthcare Professionals
    • Pre-Retirees
    • Retirees
    • Women Investors
  • Our Difference
    • Our Difference
    • Our Investment Process
    • Business Planning
    • Education Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Fixed Income Services
    • Investment Management
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
  • Resources
    • Resources
    • Commentary and Insights
    • Client Access Videos
    • WorthWhile
  • Contact Us
    • Contact Us
    • Refer Us
    • Second Opinion
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Raymond James Financial Srvcs
    2351 E Venice Avenue Venice, FL 34292 P: 941.218.4010 F: 941.218.4025
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Retirement & Longevity
    • Tax Planning
  • Topic
    • Education
    • Goal Planning
    • Longevity Planning
    • Retirement Planning
  • Media
    • Article
    • Calculator
    • Checklist
    • Document
    • Infographic
    • Newsletter
    • Video
Advance care planning: a loving act
Ensuring your loved one’s end-of-life wishes are honored.
Retirement & Longevity
Webinar Replay: Summer Outlook: Heating Up or Cooling Down?
6/8/2026
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Watch Webinar
Read
A time to plan
6/8/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Five ways today's market cycle differs from the dot-com era
6/5/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Employment and inflation: not supportive of rate cuts
6/5/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Read
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving
Read
A universe of potential opportunity lies beyond the public markets
Technology and trends have made individual investors an important part of the private market.
Markets & Investing
Read
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
Asking the more appropriate question
6/1/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

what can we do for you?

Say hello
Green Fairways Wealth ManagementGreen Fairways Wealth Management
  • 2351 E Venice Avenue Venice, FL 34292
  • P: 941.218.4010
  • F: 941.218.4025
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links to external content or websites, if provided, are for information purposes only. Raymond James is not affiliated with and does not endorse authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC,, marketed as Green Fairways Wealth Management. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Green Fairways Wealth Management is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

Raymond James Legal Disclosures (Including Form CRS) | Privacy, Security & Account Protection | Terms of Use

© 2026 Raymond James Financial, Inc.