Tate’s approach is to encompass his strong family values and the commitment to build long-term relationships with his clients. Throughout his career, he has developed plans addressing retirement, life insurance, wealth accumulation, and college savings. Tate has the tools and resources available to him and his clients that will help develop and implement a personalized financial strategy unique to everyone’s individual needs.
Born in Wharton, TX, Tate loves spending his free time on the Texas coast or volunteering within his church and community. As a graduate of Texas A&M University, he was a member of the Corps of Cadets and Parsons Mounted Cavalry. These experiences taught him the strong values of leadership, honor, self-less service, integrity and teamwork, all of which he believes in strongly and practices to this day.
Securities offered through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC.
CA Lic# 0M77952
California Insurance License #: 0M77952
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.