Jeffrey W. Kimball
Financial Advisor|CLTC®, MBA
Personal
Jeffrey W. Kimball graduated from The State University of New York at Oswego in 2007 with a Masters Degree of Business Administration and in 2006 with a BS in Business Administration and minors in economics and international business. While at Oswego State, he was a teaching assistant for the School of Business and studied abroad in the United Kingdom. He was part of the Northwestern Mutual internship his senior year and as an intern he was a two time power of ten qualifier, target twenty qualifier, and two time winter camp qualifier.
While completing his MBA, Jeffrey earned top honors as #1 intern in the eastern region and #1 intern in the Greater New York Group. After converting to full time in March of 2008, Jeffrey earned pacesetter first 40. Jeffrey has been a 2 time National Quality award winner through NAIFA. Jeffrey is a college unit director and has also earned the Certification in Long Term Care designation. Jeffrey is actively involved with the Jefferson County Relay for life. He is an avid golfer and vice president boar at the Watertown Golf Club. Jeffrey's number one passion is going to Penn State for every home football game with his father.
Professional
Jeffrey Kimball is a member of the National Association of Insurance and Financial Advisors (NAIFA), which represents licensed life insurance agents and financial advisors throughout the United States.
Years of Experience
Representing Northwestern Mutual since 2006.
Education
- State University of New York at Oswego - Business Administration (Bachelor of Science)
- State University of New York at Oswego - Business Administration (MBA) (Masters)
Awards and Recognition
- National Association of Insurance and Financial Advisors Quality Award (2011-2015)
- Award recognizing commitment to excellence in service to clients and industry
- National Quality Award (2010)
- Award recognizing persistency and performance
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.
