James P. Tate III, MBA

Personal Financial Advisor

Jim Tate has been a personal financial advisor with Investors Financial Advisors since 1998, coming to us from American Express Financial Advisors where he held the same position since 1993.  Jim began his professional career holding a variety of management positions in the manufacturing sector, and later formed his own firm as a manufacturing consultant.


Jim attended Virginia Military Institute and graduated from Old Dominion University with a B.S. in engineering.  He was awarded a Masters in Business Administration with a concentration in finance and investments from the University of Alabama. 


Over the years, Jim has contributed his talents to a number of professional and community organizations.  His involvements include:

  • Chairman of Special Advisory Committee for Ruritan National Civic organization.
  • Member – Beta Gamma Sigma Honorary Business Fraternity.
  • President, non-profit Civil War educational corporation.
  • Member, Richlands Ruritan Club, Lewisburg, WV.
  • Past President Richmond, VA chapter American Production & Inventory Control Society.
  • Member, Sons of Union Veterans of the Civil War, J.L. Chamberlain Camp, Roanoke, VA.

Jim and his wife, Kathy, live in Roanoke.  He has three children, four step-children, six grandchildren, and one step-grandchild.  He enjoys Civil War reenacting, backpacking and hiking.

Phone (540) 776 - 3343 or (540) 989 - 0298
Fax (540) 774 - 8917