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Tate H. Wingate

Complex Director

Headshot of Tate H. Wingate
10 Wright Street, Westport, CT
23

Years of Experience

Years of Experience

Prior to October 26, 2017, Years of Experience included time as an advisor with any firm, as well as time as an employee or business owner in the financial services industry. Any number entered after October 26, 2017 is required to represent the number of years since the advisor first became licensed to sell securities.

100%

Advisor Retention Rate

Advisor Retention Rate

Advisor retention rate is a percentage based on Ameriprise internal reporting over a period from October to September of the previous year.

My territory

The Connecticut Complex is committed to helping our advisors grow their practice by offering the support they need in order to help their clients. The strength and stability of Ameriprise allows us the opportunity to provide our advisors with a robust marketing program to support client acquisition and year-over-year practice growth.

How I work to support your success

I am responsible for ensuring that advisors have access to resources to run and grow their practice. By combining the vision you establish for your practice with the support from my team and resources from Ameriprise, you'll have the opportunity to grow your practice and deepen client relationships over time.

My team and I will work with you to:

  • Transition your practice, providing customized support and best practices
  • Run your practice, knowing that support is available when needed
  • Leverage a broad array of products and services to best suit your practice and clients' needs
  • Optimize practice efficiencies to drive improved margins

Career highlights

  • On Wall Street Top 75 Branch Manager, 20181
  • Ameriprise Circle of Success, 2016 and 2018

Other interests

  • Fairfield Prep Alumni Association
  • Fairfield Youth Lacrosse Coach
  • Save the Sound
  • Hole in the Wall Gang

Local leadership team
  • Headshot of John Nelson

    John Nelson CFP®

    Associate Manager
    Responsibilities

    John leads our Westport branch. His hands-on approach to support includes plug-and-play monthly branch seminars, regular 1:1 consulting meetings, annual business planning, and a robust coaching program for advisors interested in practice growth, client acquisition, practice management, and advisory services.

  • Headshot of Peter Velcofsky

    Peter Velcofsky, CFP®, RICP®

    Branch Manager
    Responsibilities

    Peter leads our Stratford branch. His hands-on approach to support includes plug-and-play monthly branch seminars, regular 1:1 consulting meetings, annual business planning, and a robust coaching program for advisors interested in practice growth, client acquisition, practice management, and advisory services.

  • Headshot of Jonathan Ingalls

    Jonathan Ingalls, CFP®, APMA®, CRPC®

    Branch Manager
    Responsibilities

    Jonathan leads our Hartford and Old Saybrook branches. His hands-on approach to support includes plug-and-play monthly branch seminars, regular 1:1 consulting meetings, annual business planning, and a robust coaching program for advisors interested in practice growth, client acquisition, practice management, and advisory services.

  • Headshot of Matt Hurwitz

    Matt Hurwitz

    Branch Manager
    Responsibilities

    Matt leads our New Haven branch. His hands-on approach to support includes plug-and-play monthly branch seminars, regular 1:1 consulting meetings, annual business planning, and a robust coaching program for advisors interested in practice growth, client acquisition, practice management, and advisory services.

  • Headshot of Michael Bucci

    Michael Bucci

    Branch Manager
    Responsibilities

    Mike leads our Greenwich branch. His hands-on approach to support includes plug-and-play monthly branch seminars, regular 1:1 consulting meetings, annual business planning, and a robust coaching program for advisors interested in practice growth, client acquisition, practice management, and advisory services.

  • Headshot of Kelly Collins

    Kelly Collins

    Field Operations Team Leader
    Responsibilities

    Kelly is our staff leader across the Complex. She handles the operations of our business including budget, staff development, and investment analysis.

  • Headshot of Marianne Cooper

    Marianne Cooper

    Sr. Field Operations Team Leader
    Responsibilities

    Marianne is our staff leader across the Complex. She handles the operations of our business including budget, staff development and investment analysis.

  • Headshot of Dan Hogan

    Dan Hogan, CRPC®

    Sr Regional Sales Manager
    Responsibilities

    Dan leads sales and coaching for the Complex. He is responsible for design and development of sales strategy based upon advisor needs including our High-Net Worth, Advice-for-Fee, and Practice Management coaching programs. Dan works with Tate for our exclusive Practice Makeover Program as well.

  • Headshot of Daniel Bealka

    Daniel Bealka, CFP®, CRPC®, BFA®

    Sr. Regional Sales Director
    Responsibilities

    Daniel leads sales and coaching for the Complex. He is responsible for design and development of sales strategy based upon advisor needs including our High-Net Worth, Advice-for-Fee, and Practice Management coaching programs. Daniel works with Tate for our exclusive Practice Makeover Program as well.

1Selected based on an evaluation of branch assets, revenue growth, years of experience, and advisor recruitment. The award is not reflective of past investment performance or client satisfaction.   

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
This information is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for informational purposes only. MN Permit #F-3872. 1491 Ameriprise Financial Center, Minneapolis, MN 55474.
Practice growth results not guaranteed.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.