Jay Williamson, CLU®, ChFC®, CFP®

Wealth Management Advisor

Professional

Jay began his association with Northwestern Mutual in 1985.  He has earned a number of professional designations including

  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Consultant (ChFC®)
  • Certified Financial Planner (CFP®)
  • Life Underwriter Training Council Fellow (LUTCF)

He is a long time member of the Tompkins County Estate Planning Council.  He also gives back by mentoring groups of rising advisors and teaching at The FastTrack Academy as well as public speaking.

In Jay's 30-plus years, he has built a vast network of leaders in their fields.  These include areas like accounting, banking, business brokerage, employee benefits, law, payroll services and real estate.  These formal and informal networks of professionals have allowed Jay to introduce his clients to experts in their respective fields. The result is often cohesive and cooperative teams of advisors for his clients.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck