Wes Pruitt
Founder & Wealth Management Advisor|CLTC®
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Professional
Having come from two industries in which customer service was paramount, Wes works well with individuals in any stage of their financial lives. His business model is designed to help people put procrastination at bay and act towards planning their financial dreams. Wes will dig deep and ask courageous questions that will help clients uncover what actually matters to them most.
“If the shoe was on the other foot, I'd want someone to make sure that me and my family were okay in any situation too.”
Achievements
- 2018 - Eastern Regional Speaker
- 2015 - Northwestern Mutual's New Client Leader
- 2014 - Million Dollar Round Table Qualifier
- 2014 - Top 3 in Platinum at Eastern Regional
- New Client Leader - Eastern Region (2014, 2015, 2016)
- 200+ Lives Touched a year
- CLTC Designation
- Lives Leaders Qualifier
Experience
Representing Northwestern Mutual since 2010.
Education
SUNY Stony Brook - Business (Bachelor of Science)
Awards and Recognition
- Million Dollar Round Table Qualifying Member (2014)
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
Personal
In his spare time away from the office, Wes loves spending time with his wife Shannon and son Kai. Hanging out at the beach, fishing, boating, & snowboarding are among the top things you might find them doing when he’s not in a suit and tie. The Pruitt’s have settled down in the Sayville area after having Kai in 2018 and couldn’t be happier!
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.
