Pathway Partners
L. Peter Leone II
Wealth Management Advisor|REBC®, CLU®, ChFC®, CASL®, RICP®
Personal
Family
Pete resides in Bristol, WI with his wife, Amara.
Community Involvement
Coach, Lacrosse America 2005-present
Military Service
Captain, United States Army 1984-1997
Professional
Pete Leone has been a part of the financial services industry since 1990.
His mission is to help clients attain financial security for their families and businesses. Because you cannot predict the future, Pete will help you plan for the best and worst case scenarios and create a long-term relationship. Pete is committed to providing expert guidance and innovative solutions, and will work to create long-term relationships based on quality service and integrity.
Pete uses a personal planning analysis to deliver a comprehensive plan that integrates a wide spectrum of survivor income, retirement, and asset allocation needs. Pete helps people:
- Identify both short and longer-term goals for you and your family
- Develop a comprehensive plan that addresses a wide spectrum of needs, including asset allocation, disability income, education funding, estate planning, long-term care, retirement planning, and survivor income.
Education
Bachelor of Business Administration from the University of Wisconsin - Whitewater.
Awards and Recognition
- Attracting Quality Associates (AQA), 1998
- National Quality Award: 1994, 1997-2010
- National Sales Achievement Award: 1994, 1998-1999, 2004
- Million Dollar Round Table Qualifying Member: 1999-2001, 2003-2004, 2008-2010
- Million Dollar Round Table Qualifying Life Member: 2011-13
Associations and Memberships
Lake County Estate Planning Council, current member and past President
National Association of Insurance and Financial Advisors, member
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Starlight Children's Foundation
I’ve joined Northwestern Mutual’s philanthropic program to accelerate finding a cure for childhood cancers and offer support for families facing the struggles of this disease. The Northwestern Mutual Foundation is partnering with Alex’s Lemonade Stand Foundation and the Starlight Children’s Foundation, two national organizations with expertise and programs to help us reach these goals. Beginning in 2013, in collaboration with Starlight Children’s Foundation, Northwestern Mutual will host special Great Escapes for kids battling cancer and their families to enjoy a day of events and activities and by placing Fun Center entertainment systems in children’s hospitals in communities nationwide.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
