Kelley Tate

Kelley Tate

Financial Advisor
Business Manager

Kelley Tate
Financial Advisor, Business Manager
941-218-4010
Kelley@greenfairwaysfinancial.com

Following a 20 year career as a stay-at-home mom and volunteer in the community, Kelley joined her husband’s practice in 2009 and began the Financial Advisor Training program in 2014. As a Financial Advisor with Green Fairways Financial, Kelley focuses on working with women and their specific needs and concerns with investing. Kelley believes that all women; single or married…working or retired, should have an understanding about how to invest and manage their money. She developed the Women Living Well platform to empower women through education. She publishes a quarterly newsletter and brings interesting and engaging speakers for events and seminars. As part of the Green Fairways Team, Kelley specializes in philanthropic giving and 529 college savings plans. Kelley is partners with her husband, Jim, and is the business manager for their practice.

A fourth-generation native Floridian, Kelley grew up in Sarasota and attended Florida State University. She has been involved with several charities in the community and has mentored young girls through Big Brothers Big Sisters of the Suncoast. Kelley enjoys being active in women’s groups including golf, bunko and book club. She loves traveling with her family on ski trips and to Disney.

Professional Licenses and Associations:

  • Series 7, 63 & 66 Registered
  • Life, Health and Variable Annuity Insurance Licensed
  • Florida State University
Kelley Tate
Kelley likes how the principles of golf parallel their philosophy of running their practice. “It is true both in golf and in our business, that integrity is essential, preparation is vital and follow-through makes the difference.”
Phone 941-218-4010
Fax 941-218-4025