James V. Tate
Wealth Advisor
CPA, PFS
jtate@merceradvisors.com
Jim began his career in financial services as a CPA. He joined RBC with Steve Cordasco and, together, they built a team that tripled in size over six years. In 2012, Jim moved with Steve to form Cordasco Financial Network as an independent advisory firm. The two continued to build a complementary team where they could serve clients by always doing what was best for the client. Having practiced accounting for many years with small businesses and individuals, Jim understands how business and life intersect, and he uses that experience to help give people confidence and financial independence. The oldest of nine children, Jim and his wife have kept the large family going into the next generation. They enjoy spending time with their four married children and fourteen happy grandchildren.
