Brian Wilcox, CLU®, ChFC®, RICP®, CASL®, CLTC®
Wealth Management Advisor


Wilcox Wealth Management Services

Professional

Brian Wilcox has provided assistance to thousands of individuals and business owners throughout Northern New York over the last thirty years, having joined Northwestern Mutual right out of college in 1985. In his role as a Wealth Management Advisor, he helps busy, successful individuals and business owners to better organize their financial affairs and plan for the future. He uses a thorough fact finding approach to help his clients identify their most important goals and objectives and then helps them to develop a plan for their attainment.

 

Education:

Brian received his B.S. in Economics from St. Lawrence University in 1985. In his quest to be of the greatest service to those he serves, he has also earned the following designations from The American College:

- Chartered Life Underwriter (CLU®)

- Chartered Financial Consultant (ChFC®)

- Chartered Leadership Fellow (CLF)

- Retirement Income Certified Professional (RICP)

- Chartered Advisor for Senior Living (CASL®)

  In addition to the Certified in Long Term Care (CLTC) designation from the Corporation for Long Term Care Certification, Inc. 

 

Background

    *Financial Representative - Northwestern Mutual (1985)

    *Registered Representative - Northwestern Mutual Investment Services (1987)

    *Field Director - Northwestern Mutual (2001)

    *Managing Director - Northwestern Mutual (2002-2012)

    *Financial Advisor - Northwestern Mutual (2003)

    *Wealth Management Advisor (2012)

 

Associations And Memberships

    - Member of Million Dollar Round Table (1988-2015)

    - Member of National Association of Financial Advisors (NAIFA)

    - Member of the Thousand Islands Yacht Club

    - Member of Rotary International

 

Awards And Recognition

     - National Quality Award (1989-2010)

     - National Sales Achievement Award (1987-2002, 2006-2009)

     - Million Dollar Round Table (1988-2015)

     - Rookie of the Year

     - Financial Rep of the Year (1993, 1995, 1997, 2000, 2015)

Brian is also currently the all time leader in production for The Greater New York Group, The Dodd Network Office, with offices throughout Central, Northern and Western New York as well as Northern Pa.

 

 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck