Tate Wingate Email & Phone Number

Financial services can be a competitive business, but at RBC Wealth Management, collaboration and camaraderie are a way of life. Our office has a strong culture of idea sharing and our management team will help you grow your practice, penetrate new markets and serve clients with greater professional focus. I’ve worn a lot of hats in this business and as a result, I understand how to provide Financial Advisors with the resources they need to be successful. I started my career at UBS as a Financial Advisor but left my book to serve on the Fixed Income Desk where I worked my way up to become Manager of the Fixed Income Portfolio Strategy Group. I joined management as a Divisional Sales Manager where I supported the business growth of club-level Financial Advisors and realized I could make my biggest impact as a Branch Manager. I joined Morgan Stanley in 2009 as a Complex Business Development Manager before finally assuming the role of Branch Manager in Waltham, MA. In 2012, I was appointed Manager of the One New York Plaza office in the heart of the financial district overlooking New York Harbor. In 2015, I joined Ameriprise Financial as a Complex Manager, managing the offices throughout the State of Connecticut and Western Massachusetts. In 2023, I transitioned to my current position at RBC as the Business Development Director for the New York Metro Complex.This is the job I’ve been working toward my entire career and I feel that my background provides me with a perspective that will help you achieve your full potential. I’m a facilitator, as well as a coach, and I can provide you with the guidance to execute, as well as formulate, your business planning strategies.I commute to our beautiful office from my home in Fairfield Connecticut where I live with my wife and three sons.FINRA exams passed: Series 3, Series 7, Series 63, Series 65, Series 9, Series 10, and Life and Health Insurance