Jay Williamson in

Jay Williamson

Login to view DISC.
Financial Advisor at Northwestern Mutual
📍 Ithaca, New York, United States

Jay Williamson is a Wealth Management Advisor with Northwestern Mutual, focused on creating enduring client relationships through expert financial guidance. A graduate of the State University of New York at Oswego, he helps clients achieve long-term security for their families and businesses.

He was honored to be named on the Forbes 2026 list of Best-In-State Top Financial Security Professionals for his work.

Read the full overview →
Experience
40 Years
Current Role
Financial Advisor
Location
Ithaca, New York, United States
Personality Overview

How Jay shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Jay cares about

Holistic Financial Planning
Employs a four-step approach to help clients understand complex financial issues and how they impact long-term life goals.
Long-term Security
His stated mission is to provide clients with expert guidance to ensure a lifetime of financial security and asset preservation.
+4 more topics Login to view topics
Career

Work history

4-1986
Financial Advisor
Northwestern Mutual
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor of Science
State University of New York at Oswego
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.

Login to view DISC.

Other Northwestern Mutual Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Jay. Free, 10 seconds.