H&T Private Wealth Group
  • Home
  • Meet Our Team
  • Our Community
  • Timely Updates
  • Schedule A Meeting
  • Client Login

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 Private Wealth 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 six 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 Private Wealth 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

Steven G. Heslinga

  • CFP
  • CIMA
  • Managing Director - Investments
  • Private Wealth Financial Advisor
Steven G. Heslinga

Steven G. Heslinga

  • CFP
  • CIMA
  • Managing Director - Investments
  • Private Wealth Financial Advisor
Steven G. Heslinga is a Managing Director – Investments with the Heslinga & Tate Private Wealth Group, and he is both a CERTIFIED FINANCIAL PLANNERTM 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 — and for epitomizing and reflecting Wells Fargo Advisors’ values. 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.”

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 Daisy, the family dog.

CA Insurance License Number: 0E30843. Resident State MA.

Contact

  • Send a Message
  • 800.780.6328

Education

  • Harvard University
Albert M. Tate, Jr.

Albert M. Tate, Jr.

  • AAMS
  • CMFC
  • Managing Director - Investments
  • Private Wealth Financial Advisor
Albert M. Tate, Jr.

Albert M. Tate, Jr.

  • AAMS
  • CMFC
  • Managing Director - Investments
  • Private Wealth Financial Advisor
Albert M. Tate, Jr., AAMS®, CMFC® is a Managing Director with Wells Fargo Advisors, 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 Advisor1 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. In his leisure time, Al enjoys photography and his daily workouts.

CA Insurance License Number: 0E30844. Resident State MA.

1The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

Contact

  • Send a Message
  • 800.780.6328

Education

  • Westfield State College
Steven W. Heslinga

Steven W. Heslinga

  • CFP
  • Senior Vice President - Investment Officer
Steven W. Heslinga

Steven W. Heslinga

  • CFP
  • Senior Vice President - Investment Officer
Steven W. Heslinga is a Senior Vice President – Investment Officer with the Heslinga & Tate Private Wealth Group, he is a CERTIFIED FINANCIAL PLANNERTM professional and has been working with Wells Fargo Advisors 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 Advisor1 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. He is the treasurer for the Cape Cod Symphony, an active member of the Hyannis Rotary Club, the Cape Cod Young Professionals, and volunteers for various other community-minded organizations. He is also a passionate traveler, both domestically and internationally. Steve currently owns a home in Barnstable, where he lives with his wife and two sons. On the Cape you can find him on a boat, on a motorcycle, or relaxing at Sandy Neck Beach.

CA Insurance License Number: 0K10985. Resident State MA.

1The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

Contact

  • Send a Message
  • 800.780.6328

Education

  • Wake Forest University
Paul M. Heslinga

Paul M. Heslinga

  • CFP
  • Senior Vice President - Investment Officer
Paul M. Heslinga

Paul M. Heslinga

  • CFP
  • Senior Vice President - Investment Officer

Paul M. Heslinga is a Senior Vice President - Investment Officer with the Heslinga & Tate Private Wealth Group. He is a CERTIFIED FINANCIAL PLANNERTM professional and has been working in the financial industry since 2014. He spent the first four years of his career in Old Greenwich, CT as a Research Associate with a hedge fund focused on quantitative analysis in public equity, fixed income, and long-term secured loans. Paul brings a personal perspective to the group, his insight and skill on technology coupled with his institutional finance experience both complements and expands our team’s commitment to making informed investment decisions. His current efforts are concentrated on new business development, portfolio management strategies, analysis, and investment planning for affluent individuals, families, and small to mid-sized businesses.

Paul holds his Series 7 and 66 securities registrations. He has both undergraduate and graduate degrees from Worcester Polytechnic Institute with a Major in Robotics Engineering. He lives in Barnstable and spreads his free time between woodworking, motorcycles, and time out on the water.

CA Insurance License Number: 0M77425. Resident State MA.

Contact

  • Send a Message
  • 800.780.6328

Education

  • Worcester Polytechnic Institute
Shawna R. Lockley

Shawna R. Lockley

    • Senior Registered Client Associate
    Shawna R. Lockley

    Shawna R. Lockley

      • Senior Registered Client Associate
      Shawna R Lockley is a Senior Registered Client Associate who has been with Wells Fargo Advisors since October 2011. Her previous experience includes six years as a Financial Advisor with a small bank brokerage firm on Martha’s Vineyard, focusing on retirement and financial planning. In addition, she worked for 10 years in Community Banking managing all aspects of a retail banking environment.

      As a Senior Registered Client Associate, the emphasis is on client service and operations; however, Shawna is also responsible for the coordination and supervision of special projects with a focus on streamlining processes to increase productivity.

      Shawna currently holds her Series 7 and 66 securities registrations and insurance licenses. She and her husband, Jonathan, live in Yarmouth Port and enjoy taking long rides on their Harley-Davidson motorcycle, or playing golf.

      Contact

      • Send a Message
      • 800.780.6328
      Eric Loiselle

      Eric Loiselle

        • Senior Registered Client Associate
        Eric Loiselle

        Eric Loiselle

          • Senior Registered Client Associate
          Eric Loiselle is a Senior Registered Client Associate who recently joined the Heslinga & Tate Priveate Wealth Group.  Eric has worked in the financial services industry since 2013 including at Bank of America/Merrill Edge and has been with Wells Fargo in Providence for three years.  Eric currently holds his Series 7 and 63/65 securities registrations.  He is also a veteran of the U.S. Air Force after having served for eight years. 

          Away from the office, Eric is extensively involved with his church and is a devoted father and husband to wife Brittany and sons Joshua and Jeremiah.  In addition to spending time with family, Eric enjoys painting, writing, and music.

          Contact

          • Send a Message
          • 800.780.6328
          Zack Llombart

          Zack Llombart

            • Senior Client Associate
            Zack Llombart

            Zack Llombart

              • Senior Client Associate
              Zack Llombart is a Senior Client Associate who has been with Wells Fargo Advisors for over five years.  Before joining the Heslinga & Tate Private Wealth Group of Wells Fargo Advisors in October 2019, he worked out of Miami, Florida and focused on assisting international clients from Brazil and Argentina.  Prior to joining Wells Fargo Advisors, he worked at a law firm that dealt with bankruptcy, foreclosure and loan modifications. Zack now lives in Pembroke, Massachusetts with his wife, Banessa, who is a real estate attorney and agent.

              Zack is currently working towards his Series 7 license to become a registered associate. He enjoys cooking Latin food, playing sports, watching football and going to rock concerts.

              Contact

              • Send a Message
              • 800.780.6328
              Pam Parker

              Pam Parker

                • Client Associate
                Pam Parker

                Pam Parker

                  • Client Associate
                  Pamela Parker joined the Heslinga & Tate Private Wealth Group in November 2021 as a Client Associate.  Prior to joining the group she spent over 40 years in Healthcare IT with experience in the support and training of software applications while providing outstanding Customer Service.

                  Pam enjoys participating in team events, a good book and loves all that the Cape Cod life has to offer.  She recently completed the 2022 Boston Marathon for her first time.  Pam currently resides in Sandwich, MA and can often be found running or riding her bike along the canal.

                  Contact

                  • Send a Message
                  • 800.780.6328
                  Heslinga & Tate Private Wealth Group of Wells Fargo Advisors
                  • 1513 Iyannough Road
                    Suite 3
                    Hyannis, MA 02601
                  • 800.780.6328
                    Send a Message
                  • Home
                  • Meet Our Team
                  • Our Community
                  • Timely Updates
                  • Schedule A Meeting
                  • Client Login

                  Investment and Insurance Products are:

                  • Not Insured by the FDIC or Any Federal Government Agency
                  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
                  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

                  This information is intended for use only by residents of (AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TX, VA, VI, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

                  For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

                  Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

                  Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

                  A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

                  • Site Map
                  • Privacy Policy
                  • Legal
                  • Security
                  • Notice of Data Collection

                  © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

                  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 professionalsX

                  Important notice: You are leaving the Wells Fargo website

                  PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.