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


Wilcox Wealth Management Services

Staff

Brian Wilcox regards clients' financial security among the most important issues and so does his team of professionals that are focused on understanding and serving each individual client. Call whenever you have a question, concern or need. Brian and his team are eager to help.

 
Laura J Palmer

Laura J Palmer

Office 315-782-7094

Laura joined Northwestern Mutual in September 1987. She is licensed with the State of New York for life, accident & health insurance, and also holds her securities license. 

If you are a client of Brian's then you have at some point spoken to Laura. As a part of Brian's team for so many years, she has established long-standing relationships with many of his clients and many assistant's in the agency look to her for input and knowledge she has obtained over the years.

In her free time she enjoys spending time with her husband and sons camping, hiking, kayaking & snowmobiling.

How can Laura help you?

  • Supply quotes for  life, disability income,  and long-term care insurance
  • NMIS trades
  • Schedule insurance exams
  • Provide policy/investment values
  • Expedite owner/beneficiary changes
  • Process changes to your billing methods
  • Provide general policy and billing information
  • Schedule appointments
  • Welcome referrals
 

Kara L Pitkin

Executive Assistant

Kara was born and raised here in the North Country. Previously, Kara worked in the Retail Banking industry for over 10 years. Since joining Northwestern Mutual in 2017, she is enjoying the challenge of learning the ins and outs of the insurance industry and staying on top of busy client scheduling. Ensuring that our clients have exactly what they need is always our top priority! Outside of work, Kara enjoys spending her time with her family which includes three children. Kara also enjoys reading, watching her boys play sports and spending time in the pool and on the lake!

 
Lori J Wilcox

Lori J Wilcox

Director of Marketing
Office 315-782-7094

Lori joined up with her husband in 1998. Lori's background in bookkeeping has made her an asset to Brian as she focuses on managing the books, processing payroll and record keeping. Lori also oversees the marketing and client experience for Wilcox Wealth Management Services. In her free time she enjoys exercising, spending time with Brian and their two daughters, Madison and Kennedy, and most of all shopping with/for their daughters. The family also enjoys boating together on the St. Lawrence River.

 
 

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