Brian Wilcox CLU®, ChFC®, CLTC, CLF®, RICP®, CASL® in

Brian Wilcox CLU®, ChFC®, CLTC, CLF®, RICP®, CASL®

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Managing Director/Financial Advisor at Northwestern Mutual
📍 Watertown, New York, United States

Brian Wilcox is a long-tenured Managing Partner and Wealth Management Advisor at Northwestern Mutual. A St. Lawrence University graduate, he holds numerous advanced designations like CLU® and RICP®, specializing in creating comprehensive financial plans and building enduring relationships with high-net-worth clients in the Watertown, NY area.

Outside of work, Brian is a family man who lives with his wife and four children. He is active in his community, coaching his children’s sports teams and having served on local foundation boards. He enjoys playing golf and hockey and spending time at his familys cottage.

He has dedicated his entire professional career of over two decades to Northwestern Mutual.

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Experience
27 Years
Current Role
Managing Director/Financial Advisor
Location
Watertown, New York, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Brian cares about

Wealth Management
His practice focuses on offering high-quality investment and wealth management programs and services for high-net-worth clients.
Holistic Financial Planning
He works to create complete financial plans that cover current financial success as well as long-term asset protection and preservation.
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Career

Work history

12-2002 - 12-2012
Managing Director/Financial Advisor
Northwestern Mutual
6-1985
Wealth Management Advisor
Northwestern Mutual
6-1985 - 12-2002
Financial Representative
Northwestern Mutual
In the press

Media appearances

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Education
1981 - 1985
Bachelor of Science (BS)
St. Lawrence University
2014 - 2014
CASL
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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