Jay Williamson, CLU®, ChFC®, CFP®

Wealth Management Advisor

My Team

As a Financial Representative for the Northwestern Mutual Financial Network, Jay Williamson is committed to helping his clients whether they are concerned for their own financial needs or those of their family or business. Jay has developed a team that stands committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.


Kelly Patterson

Executive Assistant

kelly.patterson@ nm.com

Office 607-257-8665

Kelly joined our team in July of 2016. Previously, Kelly worked as a Legal Assistant for a local law firm. As our Executive Assistant, Kelly assists in the implementation of new business and service work for all of our clients under the direction of Jay. Ensuring that our clients have exactly what they need is always our top priority! She holds a Bachelor of Arts degree from Empire State College. Kelly's professional licenses include: NY LAH

  • Supply quotes for life, disability income, and long-term care insurance
  • Complete applications for life, disability income, and long-term care insurance
  • Schedule insurance exams
  • Expedite owner/beneficiary changes
  • Process changes to your billing methods
  • Provide general policy and billing information
  • Schedule appointments
  • Welcome referrals

 
 

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