Alex Tate

Alex Tate

Client Services Associate

Alex Tate
Client Service Associate

Alex took a sabbatical from his college studies to work at Green Fairways Financial and learn more about his family's business. Although he has been studying business in college, the practical knowledge that he gains through working in the financial services industry is invaluable. He joined the team as a Client Service Associate in June of 2017. His responsibilities include handling the Client facing Experience for the practice. Alex is the first person a client sees or speaks to on the phone, so it is an important position as the link between the clients and the Financial Advisors. Alex is a support to operations and client service for the team. He also handles various administrative tasks such as setting client appointments and ordering supplies for the office.

In 2013, Alex graduated from Venice High School, his father’s alma mater. He was a coxswain for Jacksonville University’s Division I Crew Team for four years. He enjoyed the experience of traveling for regattas; the highlight was coxing his team for the Head of the Charles. While at JU he moved around to several different areas of study before finally settling on Business Management. He had the opportunity to study abroad on two occasions; his sophomore year in Taiwan and his junior year in Scotland. Alex will be returning to JU to complete his undergraduate degree. In his free time he loves both Xbox and online gaming and he enjoys spending time with his black lab, Stella.

Professional Licenses and Associations:

  • Jacksonville University – B.S. degree in Business Management – Expected Spring 2019
Alex Tate
Alex likes to see how the team works toegether to do the right things for clients. "It's great to see how each person has a role in working with our clients and that we all work together well as a team."
Phone 914-218-4024
Fax 941-218-4025