Thomas M. Gates

Financial Investment Consultant

Thomas M. Gates

Thomas M. Gates

Financial Investment Consultant

Thomas M. Gates, CFP® is a Financial Investment Consultant associated with Kimble Advisory, LLC responsible for client financial strategy and counsel, comprehensive financial planning and investment management.

Prior to working with Kimble Advisory, Tom spent 35 years in the wealth management and commercial banking industries. Most recently, Tom served as a Financial Strategist with Joyce Payne Partners. He has also served as: Senior Vice President and Private Client Manager with US Trust Company-Richmond; Wachovia Bank (now Wells Fargo) where he spent 20 years as Senior Vice President in wealth management and Sales Manager for Mid-Atlantic Business Banking. As a wealth manager, he provided comprehensive financial services to affluent families, private business owners, real estate investors, corporate executives and professionals. As a commercial banker, Tom has extensive experience in assisting businesses and professional practices in managing their balance sheets and income statements.

Tom is an Adjunct Professor at the School of Professional and Continuing Studies at the University of Richmond where for 26 years he has taught subjects in finance, investments and business literacy. He is a retired Major of Field Artillery, Army of the United States.

Tom and his wife, Annette live in Richmond and spend a great deal of their leisure time at Chimney Ridge Farm in Bath County, VA. They have one grown son, Hank, an attorney.

Achievements

  • Certified Financial Planner
  • Certified Cash Manager
  • B.A., Politics and History, University of Richmond
  • M.A., Management, Webster University
  • M.S., Finance, Virginia Commonwealth University
  • Adjunct Professor, University of Richmond
  • Retired Major, U.S. Army
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