Thomas Pate, CLU®, ChFC®, CASL®

Financial Advisor


Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

Associations and Memberships

LRMC Foundation- Amazing Gift Campaign: Chairman of the Bridge Building Committee

National Association of Insurance and Financial Advisors (NAIFA)

Society of Financial Service Professionals

Past President of the Estate Planning Council of Polk County 

Citrus Center Kiwanis





Years of Experience

Representing Northwestern Mutual since 1989.


Degree Major Institution
Business Junior and Community Colleges

Awards and Recognition


National Association of Insurance and Financial Advisors Quality Award 2011-2015

Award recognizing commitment to excellence in service to clients and industry


National Quality Award 1992, 1994-2010

Award recognizing persistency and performance


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck