Williamson Financial Services
Jay Williamson
Wealth Management Advisor|CLU®, ChFC®, CFP®, LUTCF®
Get to know my dedicated team
As a Wealth Management Advisor associated with Northwestern Mutual, Jay Williamson is committed to helping his clients with their own financial needs or those of their family or business. Jay has developed a team that stands committed to providing concierge-level service. If you have a problem or need assistance at any time, please let us help.
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.
Personal
- Jay has been married to Vicky since 1990 and they have three children. They reside in Lansing, NY and have a summer cottage in Sackets Harbor, NY.
- Their son, Casey, is an Ithaca College Master's graduate and works as the Athletic Trainer for Cornell University's Men's Basketball program.
- Their son, Lucas, is a Technology teacher in Manassas, Virginia. He attended SUNY Oswego, alma mater of both Vicky and Jay.
- Their daughter, Megan, is a sophomore at the University of South Carolina studying Communications.
- Jay enjoys travel, sports, triathlons and any opportunity to be in, on or near the water.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
