Albert M. Tate, Jr., AAMS®, CMFC®

Albert M. Tate, Jr., AAMS®, CMFC®

Senior Vice President - Investment Officer, PIM Portfolio Manager

Albert M. Tate, Jr. is a Senior Vice President - Investments with Heslinga & Tate Wealth Management Group, who has worked with Steve Heslinga since 1990. He is both an Accredited Asset Management SpecialistSM and a Chartered Mutual Fund CounselorSM. In addition, Al also holds the Premier Advisor* designation from Wells Fargo Advisors. Al has over 30 years of experience in the industry, focusing on the analysis and selection of fixed income investments, mutual funds, asset allocation and conservative growth stocks for clients.

Al holds Series 7, 52, 63 and 65 securities registrations and is a 1980 graduate of Westfield State College with a major in Economics and Business Administration. He lives in Barnstable with his wife, Nancy, and two daughters. In his leisure time, Al enjoys photography and his daily workouts.


*The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors and reflects a high level of standards as measured by one or more of the firm's criteria for revenue generation, educational attainment and client-service best practices.

Phone (800) 780-6328