David Tate has been named senior associate with Diamond State Financial Group, a financial services firm located in Newark that serves Delaware and neighboring states.
Having joined the firm in 2015, Tate works closely with individuals, couples, organizations and small businesses to provide short- and long-term comprehensive financial services based on solid research and informed choices. His commitment is to build long-term relationships with his clients that create a solid foundation for today and a clear strategy for the future.
Tate graduated from Vanderbilt University majoring in both economics and English. He obtained a master of divinity degree at Westminster Theological. He then served in pastoral ministry in two congregations in southeastern Pennsylvania for over 25 years while also pursuing a doctor of ministry degree at Princeton Theological Seminary.
Tate is a certified financial planner professional and has also earned his ChFC designation. He is a registered representative and investment advisor representative of Securian Financial Services Inc. Securities and investment advisor services offered through Securian Financial Services Inc., member FINRA/SIPC.
Diamond State Financial Group is independently owned and operated.