Meet Our Team

Albert M. Tate, Jr., AAMS®, CMFC® is a Managing Director with Wells Fargo Advisors, and a founding partner of the Heslinga & Tate Private Wealth Group; created in 1990. He is both an Accredited Asset Management Specialist and a Chartered Mutual Fund Counselor. In addition, Al also holds the Platinum Council Advisor designation from Wells Fargo Advisors. Al has nearly 40 years of experience in the industry, focusing on portfolio construction and retirement planning 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 his daily workouts, is an avid reader and avid supporter of the Boston Bruins, Red Sox and New England Patriots.

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

¹The Platinum Council (previously known as 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 based on the past year and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

Steven W. Heslinga is a Managing Director – Investment Officer with the Heslinga & Tate Private Wealth Group, he is a CERTIFIED FINANCIAL PLANNER^TM 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, subsequently, as a bond trader in the High Yield Trading group. Steve also holds the Platinum Council Advisor1 designation from Wells Fargo Advisors. His current efforts are concentrated on new business development, portfolio design, and investment planning for affluent individuals, families, non-profits, and 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 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, Tracy, and two sons, Stevie and Teddy. On the Cape you can find him on a boat, running around Barnstable Village, or relaxing at Sandy Neck Beach.

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

¹The Platinum Council (previously known as 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 based on the past year and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

Paul M. Heslinga is a Managing Director - Investment Officer with the Heslinga & Tate Private Wealth Group. He is a CERTIFIED FINANCIAL PLANNER^TM professional, holds the Platinum Council Advisor1 designation from Wells Fargo Advisors, 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’s unique insights and highly developed technology skills coupled with his institutional finance experience complements and expands our team’s commitment to making informed investment decisions. His efforts are concentrated on new business development, portfolio management, portfolio analysis, and investment planning for affluent individuals, families, and small to mid-sized businesses.

Paul volunteers his time as a board member of several local non-profit organizations. His volunteerism has focused on empowering women, protecting the families of law enforcement officers lost in the line of duty, and a local outdoor sporting association. He serves as a member of the Wells Fargo New England/Upstate NY Advisory Council representing over 430 advisors in the region. Paul lives in Barnstable with his partner Hannah, spending their free time traveling and boating on the water.

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.

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

¹The Platinum Council (previously known as 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 based on the past year and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

Shawna Lockley is a Senior Registered Client Associate who has been with Wells Fargo Advisors since October 2011 and with the Heslinga & Tate Private Wealth Group since January 2013.  Her previous experience includes 6 years as a Financial Advisor with a small bank brokerage 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, Shawna’s emphasis is on exceeding client expectations daily; she is also responsible for all client service daily operations and special projects with a focus on streamlining processes to increase productivity.

Shawna currently holds her Series 7 and 66 securities registrations and insurance licenses.  Shawna lives in Yarmouth Port and enjoys long walks and playing golf.

CA Insurance License Number:  1620027.  Resident State MA.

Eric Loiselle is a Senior Registered Client Associate who recently joined the Heslinga & Tate Private Wealth Group.  Eric has worked in the financial services industry beginning in 2013 including time with Bank of America, Merrill Edge, and has been with Wells Fargo in Providence since 2019.

Eric currently holds his Series 7 and 63/66 securities registrations.  He is also a veteran of the U.S. Air Force after having served in active duty for four 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.

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 in October 2019, he worked in 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 personal bankruptcy, foreclosures and loan modifications. Zack now lives in Pembroke with his wife, Banessa, stepdaughter, Natalie, and twins, Alina and Liam.

Zack is currently working towards his Series 7 and 66 securities registrations to become a registered associate. He enjoys cooking Latin food, doing household projects, watching football and playing with his children.

Meredith Morello is a Client Associate who joined the Heslinga & Tate Private Wealth Group of Wells Fargo Advisors in July 2024. She is a graduate from the University of Utah with a Bachelor of Science degree in Economics. She did an internship previously in New York City working on client relationships. She is very passionate about helping others. She has done extensive volunteer work for the American Cancer Society and the Family & Children’s Agency. She was a mentor for disadvantaged children and maintains a close relationship with the children she worked with.

When Meredith was younger, she performed as a classically trained opera singer on Broadway and continues to enjoy singing and music.

She is currently working towards her Securities licensing. Meredith lives in Hyannis with her dog, Sneak.