Weslee Trillow, CFP, ChFC, CLU
Financial Advisor, Co-Founder - Coleman Trillow and Associates at Northwestern Mutual
📍 Cleveland, Ohio, United States
Weslee Trillow is the Co-Founder and a Wealth Management Advisor at Coleman, Trillow and Associates, a Northwestern Mutual firm. A finance graduate from Case Western Reserve University, he has been recognized by Forbes as a Best-in-State professional multiple times and leads an office of twenty-five.
Based in the Cleveland area, Weslee is a proud resident of his favorite city. He is a dog owner with a Greyhound named Cleveland and has expressed a desire to expand his family of pets in the future.
He named his Greyhound dog after his favorite city, Cleveland.
Read the full overview →Experience
9 Years
Current Role
Financial Advisor, Co-Founder - Coleman Trillow and Associates
Job Level
Leadership
Location
Cleveland, Ohio, United States
Personality Overview
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Priorities
Topics Weslee cares about
Business Owner Finances
Finds fulfillment in helping business owners build financial confidence and reduce tax liabilities.
Retirement Planning
Actively posts about strategies for retirement savings, such as utilizing IRA rollovers to maximize funds.
Career
Work history
11-2016
Financial Advisor, Co-Founder - Coleman Trillow and Associates
Northwestern Mutual
In the press
Media appearances
No media yetWe could not find public media appearances for this person.
Education
Bachelor of Science - BS
Case Western Reserve University
Social presence
Other Northwestern Mutual Employees
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