The Heslinga & Tate Wealth Management Group
of Wells Fargo Advisors

CONNECT

Address:

1513 Iyannough Road, Suite 3
Hyannis, MA 02601

Phone:

(800) 780-6328

Fax/Other:

(508) 775-9522

Meet Our Team


The year was 1990, the Dow Jones Industrial Average was at 2810, and George H. W. Bush was President of the U.S. Steve Heslinga and Al Tate were working as individual financial advisors for Prudential Bache, with very little joint business and not a single gray hair between them. Then something great happened: Steve and Al realized that by combining their unique skills they could expand their practice and better help their clients achieve their long-term financial goals. So began the road to the Heslinga & Tate Wealth Management Group of Wells Fargo Advisors.

Over the years, our practice has grown dramatically in terms of number of clients, assets under management, and advisory capabilities. To date, the team includes seven associates with significant experience in all aspects of financial services. We offer strategies to help address our clients’ diverse investment goals.

Going forward, the future for our clients and for the Heslinga & Tate Wealth Management Group couldn’t be stronger. We have evolved into a boutique practice committed to client service and advisory excellence. We’re proud to have you be a part of it.

To learn more about our team members, simply click their names or photos.


Steven G. Heslinga, CFP®, CIMA® Albert M. Tate, Jr., AAMS®, CMFC®

Steven G. Heslinga, CFP®, CIMA®

Managing Director - Investments
Senior PIM Portfolio Manager

Albert M. Tate, Jr., AAMS®, CMFC®

Senior Vice President - Investment Officer
PIM Portfolio Manager

Elaine G Miller

Steven W. Heslinga

Vice President - Investment Officer

Elaine G. Miller

Senior Client Associate

Shawna R Lockley

 

Shawna R. Lockley

Senior Registered Client Associate

 

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals