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Professional

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.

Education

Degree	Major	Institution
	Business	Junior and Community Colleges

Awards and Recognition

National Quality Award 1992, 1994-2010
Award recognizing persistency and performance

National Sales Achievement Award 1991-1994, 1996-1997, 2002, 2004-2010
Award recognizing performance

Legal Notice | Online Privacy Statement | Customer Privacy Notice | Third Party Links

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from your Financial Advisor.

Northwestern Mutual is the fleet name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of Northwestern Mutual. Thomas Gene Pate is an Insurance Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance), and a Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 1511 N West Shore Blvd Ste 500, Tampa, FL 33607-4595, 813-875-2005, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org). NM and the David Baker & Associates are not broker-dealers or registered investment advisers. There may be instances when this agent represents insurance companies in addition to NM or its affiliates.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.

Thomas Gene Pate is primarily licensed in Florida and may be licensed in other states.

AR License: #211041

Thomas Pate, CLU®, ChFC®, CASL®, CLTC

Financial Advisor

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