Steven G. Heslinga, CFP®, CIMA®

Steven G. Heslinga, CFP®, CIMA®

Managing Director - Investments, Senior PIM Portfolio Manager

Steven G. Heslinga is a Managing Director - Investments with Heslinga & Tate Wealth Management Group, and he is both a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Investment Management Analyst®. Steve has worked in the Hyannis office since he began his career in 1982. Much of his work involves the fee-based* management of conservative stock and bond portfolios with long-term growth and income as the objective. He believes that long-term client relationships are crucial to achieving successful investment results.

In August of 2012, Steve was awarded the Wells Fargo Advisors Spirit Award during a ceremony in New York City. This award represents the firm's highest honor and recognizes a select group of Premier Advisors** for their lifetime achievements, both personal and professional. Jim Hayes, Head of Wealth Brokerage Services of Wells Fargo Advisors, said, “We are proud that Steve Heslinga is part of Wells Fargo Advisors. His professional and personal attributes serve as an example for all and we are delighted to count him as a recipient of the Wells Fargo Advisors Spirit Award.” The Wells Fargo Spirit Award was established to recognize a select group of Premier Advisors for their lifetime achievements – both personal and professional – and for epitomizing and reflecting Wells Fargo Advisors’ values.

Steve holds his Series 3, 7, 8, 63 and 65 securities registrations. He has both undergraduate and graduate degrees with honors from Harvard University and has completed the Investment Management Analyst Program from the Wharton School of the University of Pennsylvania. He lives with his wife, Lynn, in Barnstable Village and enjoys boating and relaxing on Sandy Neck Beach with Lynn and Daisy, the family dog. Since Lynn has been a beekeeper for years, Steve is passionate about supporting her hobby – always from a safe distance!


*Advisory programs are not designed for excessively traded or inactive accounts and may not be suitable for all investors. We need to review your investment objectives, risk tolerance and liquidity needs before we introduce suitable managers/investment programs to you. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services.

**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