Pat relocated to Nashville from New York in 1990 and started with Northwestern Mutual in 1991.
He obtained his Chartered Life Underwriter designation in 1996 and his CERTIFIED FINANCIAL PLANNER(TM) certification in 2000.
He is a seasoned professional who has devoted his career to strategic wealth management and financial planning.  His approach draws on 20+ years of personal experience and the resources of the Northwestern Mutual Wealth Management Company.  Pat builds relationships with business owners, professionals, and executives based on integrity, knowledge, and a sense of propriety.
Pat has earned the following certifications and designations:

Experience, Knowledge and Ethical Advice.

The CERTIFIED FINANCIAL PLANNER™(CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

Chartered Life Underwriter

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

Awards and Recognition

NAIFA Quality Award: 2011-2014

Associations and Memberships




Patrick L Srebnick, CFP®, CLU®, RICP®

Wealth Management Advisor


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