Raymond James welcomes multigenerational advisor team managing $262 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed three financial advisors based in Venice, Florida to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Todd Gartrell, Southeast divisional director for RJFS.
The team is led by spouses Jim Tate, managing partner, CFP®, and Kelley Tate, partner, and is supported by their sons Jake Tate, financial advisor, and Alex Tate, client service associate. They are also joined by Imelda Locke, client service associate. Operating as Green Fairways Wealth Management (GFWM), they provide holistic financial planning and guidance to business owners, healthcare professionals, retirees and pre-retirees. They arrive from Stifel where they previously managed $262 million in client assets.
“Raymond James gives our family practice the flexibility, technology and home office support to keep delivering the personal guidance our clients expect,” said Jim. “That combination strengthens our ability to serve families, business owners and retirees while continuing to grow Green Fairways Wealth Management in the Venice community.”
As managing partner at GFWM, Jim brings more than 40 years of financial services industry experience and leads the team’s investment management services. His professional background is supported by a Bachelor of Arts from the University of South Florida alongside the CERTIFIED FINANCIAL PLANNER® professional designation.
Kelley, partner at GFWM, brings 13 years of industry experience to the team and joins RJFS after nearly four years at her previous firm. Her focus at the practice includes strategic business initiatives and developing Green Fairways' client service philosophy “that guides the team in delivering consistent, high-quality service to their clients."
Jake is also a partner at GFWM and has nine years of industry experience, specializing in multi-generational wealth planning. He holds a bachelor’s degree in economics from Auburn University alongside the CERTIFIED FINANCIAL PLANNER® and Certified Exit Planning Advisor® professional designations.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.92 trillion as of June 30, 2026. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Green Fairways Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.