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 year 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 informal networks of professionals have allowed Jay to introduce his clients to experts who are excellent in their respective fields and build cohesive and cooperative teams of advisors.

 

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