Title: Wealth Advisor
Company: Ameriprise Financial, LLC
Location: McAllen, Texas, United States
Jim Tabak, Wealth Advisor at Ameriprise Financial, LLC, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in legacy and estate planning.
With nearly four decades of experience, Mr. Tabak has been thriving as a financial advisor for Ameriprise Financial Services, LLC, since 1984. Within the last year, he has also taken on the role of founder of The Giving Tree Fund. Alongside these positions, he is also a behavioral financial advisor and the owner of Ethos. Previously, he was a finance teacher at the University of Texas-Pan American from 1987 to 1994, a professor of finance at the University of Texas from 1987 to 1993, and a teacher of English and vocational skills in Cam Rahn Bay, Vietnam.
Before entering his professional career, Mr. Tabak served in the military as a teacher, translator, and guard duty with U.S. Army from 1968 to 1969. He then served in the U.S. Peace Corps for one year. From there, he earned a Bachelor of Arts in Philosophy. He then continued his education and interned for the Office of Management and Budget with the Reagan Administration from 1981 to 1982. From there, he received a Master of Arts in educational leadership and administration from the University of Michigan in 1982. Upon completing his education, Mr. Tabak became a certified business financial advisor.
As a testament to his success, Mr. Tabek has received a myriad of accolades, including but not limited to being a nominee for the Grammy Awards in 2021, commendations for service for establishing a vocational training center in Vietnam in 1968, and commendations for service from the Nepal Peace Crops Training Program in 1966. He has also been inducted as a member of the National Society of the Sons of the American Revolution, the National Association of Estate Planners, and the Million Dollar Round Table.
Looking toward the future, Mr. Tabak wants to become a Registered Investment Advisor. He aims to continue contributing to the industry by sharing his knowledge with the younger generations. He wants to mentor them and help them succeed. Mr. Tabak looks forward to evolving the business and becoming a Roving Ambassador. Outside of his career, he wants to continue to help veterans in need.
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