Steven W. Heslinga

Steven W. Heslinga

Vice President - Investment Officer

Steven W. Heslinga is a Vice President - Investment Officer with Heslinga & Tate Wealth Management Group, and he has been working with Wells Fargo and its affiliates since 2008. He spent the first six years of his career in Charlotte, NC working with institutional clients while in the Mergers and Acquisitions group and, more recently, as a bond trader in the High Yield Trading group. Steve also holds the Premier Advisor* designation from Wells Fargo Advisors. His current efforts are concentrated on new business development, portfolio design and investment planning for affluent individuals, families, and small to mid-sized businesses.

Steve holds Series 7 and 66 securities registrations, and he is a graduate of Wake Forest University with dual degrees in Economics and German, both with honors. Steve currently owns a home in Centerville. He heads the Exchange Committee at the Hyannis Rotary Club, is a board member of Flower Angels USA, and volunteers at various other community-minded organizations. Steve is a passionate traveler, both domestically and internationally. On the Cape you can find him on a boat, on a motorcycle, or relaxing at Sandy Neck Beach.

*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