Steven W. Heslinga

Steve is a Managing Director – Investment Officer with the Heslinga & Tate Private Wealth Group. He is a CERTIFIED FINANCIAL PLANNER^® professional and has been working with Wells Fargo Advisors and its affiliates since 2008. He spent the first six years of his career in Charlotte, NC, working with institutional clients while in the Mergers and Acquisitions group and, subsequently, as a bond trader in the High Yield Trading group. Steve is also a Platinum Council Advisor. His current efforts are concentrated on new business development, portfolio design, and investment planning for affluent individuals, families, non-profits, and businesses.

Steve holds FINRA Series 7 and 66 securities registrations and is a graduate of Wake Forest University with dual degrees in Economics and German, both with honors. He is the treasurer for Cape Symphony and volunteers for various other community-minded organizations. He is also a passionate traveler, both domestically and internationally. He currently owns a home in Barnstable, where he lives with his wife, Tracy, and two sons, Stevie and Teddy. On the Cape, you can find him on a boat, running around Barnstable Village, or relaxing at Sandy Neck Beach.

What has inspired you to serve as a member of The Cape Cod Foundation Board of Directors?
“The organization’s dedication to strengthening our community—supporting local nonprofits, empowering students through scholarships, and responding to emerging needs with compassion and foresight. As someone who lives and works on Cape Cod, I’ve seen firsthand the impact of these efforts. Joining the organization allows me to contribute my financial expertise and local insight to help steward resources and encourage positive change across the region. It’s an opportunity to give back to a place that has given so much to me and my family.”