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.
Weslee Trillow, CFP, ChFC, CLU
Financial Advisor, Co-Founder - Coleman Trillow and Associates at Northwestern Mutual
Cleveland, Ohio, United States
Overview
Topics They Care 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.
Team Leadership
He runs an office of twenty-five staff members and publicly celebrates the achievements and milestones of his colleagues.
Media Appearances
Weslee has no verified media appearances
Work History
11-2016
Financial Advisor, Co-Founder - Coleman Trillow and Associates at Northwestern Mutual
Education
Bachelor of Science - BS from Case Western Reserve University
More Information
Social Presence :
Prographics :
Exp : 9
Location : Cleveland, Ohio, United States
Job Level : Leadership
Designation : Financial Advisor, Co-Founder - Coleman Trillow and Associates at Northwestern Mutual
