Brian Wilcox
Wealth Management Advisor
- Role
- Wealth Management Advisor at Northwestern Mutual
- Location
- Watertown, NY, US
- LinkedIn followers
- 500 followers
About Brian Wilcox
Brian Wilcox is a Wealth Management Advisor with the Northwestern Mutual Wealth Management Company, through which he offers high quality investment and wealth management programs and services for high net worth clients. The company’s mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. Brian can help create a complete financial plan - whether a client is focused on managing current financial success or on protecting and preserving assets over the long-term. For additional information, call Brian at 31••••••94 or visit his website at
Experience
Wealth Management Advisor
Jun 1985 — Present · Watertown, NY, US
Brian understands complex financial issues, and how they can affect life goals. He works with clients to fully understand their situation and looks to build a relationship that will serve their needs over time. Please let Brian know how he might be able to help you realize your vision for the future.
Education
The American College of Financial Services
ChFC, Chartered Financial Consultant
The American College of Financial Services
CASL, RICP, Retirement Income Certified Planner
2014 — 2014
The American College of Financial Services
CASL
2014 — 2014
The American College of Financial Services
CLTC, Certified in Long-Term Care
St. Lawrence University
Bachelor of Science (BS), Economics
1981 — 1985
The American College of Financial Services
CLF, Charted Leadership Fellow
Skills
- Marketing
- Securities
- Public Speaking
- Estate Planning
- Program Management
- Disability Insurance
- Management
- Retirement Planning
- Investments
- Finance
- Leadership
- High Net Worth Individuals
- Wealth Accumulation
- Insurance
- Retirement
- Strategic Financial Planning
- Financial Planning
- Strategy
- Wealth Management
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