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Clu Thomas Pate

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Clu Thomas Pate

Sales Vice President

Tampa, Florida, United States

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Clu Thomas Pate

Summary

Clu Thomas Pate is a seasoned Estate Planning and Business Insurance Specialist with over 48 years of experience in the financial planning industry. Based in Tampa, Florida, he focuses on providing tailored financial solutions for seniors, particularly in areas like Medicare and Social Security planning. Clu has held significant roles at notable firms such as Highland Capital Brokerage and Morgan Stanley, where he has leveraged his expertise to assist financial advisors in serving affluent clients. His long-standing membership in professional organizations like the Society of Financial Service Professionals and the Million Dollar Round Table underscores his commitment to excellence in his field. Clu's wealth management skills encompass a broad range of products, including life insurance, annuities, and retirement planning strategies. With a foundation in education from institutions like The American College and North Carolina State University, he combines academic knowledge with extensive practical experience. Clu's dedication to personalized client service sets him apart in a competitive industry.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Clu Thomas Pate

Work Experience

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Sales Vice President at

Highland Capital Holding Corporation

April 2005 - Present

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Regional Estate Planning Consultant at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

January 2001 - April 2005

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Estate Planning Specialist at

Merrill Lynch/Wfc/L. Inc.

July 1987 - July 1999

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Insurance Specialist at

Platinum Arc, LLC

January 1985 - June 1987

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Clu Thomas Pate

Education

THE AMERICAN COLLEGE, Chartered Life Underwriter®

January 1977 - January 1980

North Carolina State University

January 1970 - January 1970

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What is Clu Thomas Pate email address?

Clu Thomas Pate's primary email address is *****@highland.com. To view the full verified email and additional contact details, sign up for free with Muraena.

Where Clu Thomas Pate graduated from?

Clu Thomas Pate holds a degree in from THE AMERICAN COLLEGE.

How can I directly contact Clu Thomas Pate?

To contact Clu Thomas Pate directly, you can use the email address *****@highland.com. Complete contact information is available upon registration with Muraena.

Who is Clu Thomas Pate?

Clu Thomas Pate is a seasoned Estate Planning and Business Insurance Specialist with over 48 years of experience in the financial planning industry. Based in Tampa, Florida, he focuses on providing tailored financial solutions for seniors, particularly in areas like Medicare and Social Security planning. Clu has held significant roles at notable firms such as Highland Capital Brokerage and Morgan Stanley, where he has leveraged his expertise to assist financial advisors in serving affluent clients. His long-standing membership in professional organizations like the Society of Financial Service Professionals and the Million Dollar Round Table underscores his commitment to excellence in his field. Clu's wealth management skills encompass a broad range of products, including life insurance, annuities, and retirement planning strategies. With a foundation in education from institutions like The American College and North Carolina State University, he combines academic knowledge with extensive practical experience. Clu's dedication to personalized client service sets him apart in a competitive industry.

Clu`s contact details

mail

*****@highland.com

*****@highlandbrokerage.com

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