Wilcox Wealth Management Services
Brian Wilcox
Wealth Management Advisor|CLU®, ChFC®, RICP®, CASL®, CLF®
Brian resides on Tennis Island in Wellesley Island, NY with his wife of 35 years, Lori. They have two daughters, Madison and Kennedy. Madison and Kennedy both live in Boston and work at Northwestern Mutual downtown. Madison lives with her husband Evan who she recruited into the business as part of our Wilcox Wealth Management’s succession plan. Kennedy lives one floor beneath her sister with the family’s beloved pup, Loretta. Before joining Northwestern Mutual, the girls and Evan attended St. Lawrence University, Brian’s alma mater. Madison studied Economics and graduated Summa Cum Laude before going on to earn her MBA at Clarkson University where she graduated first in her class. She has earned several designations including her CFP® certification, ChFC®, CLF®, and RICP® and is the Director of Training and Development. Kennedy studied Communications at SLU and graduated Cum Laude. Kennedy holds her Life, Accident & Health licenses as well as her Chartered Life Underwriter (CLU®) designation and is now the Director of New Business and Communications of Monument Financial Group.
When Brian’s not with clients, he enjoys reading, vacationing with his family, golfing and boating along the St. Lawrence River. He roots for the Yankees, Syracuse Orange, and Isaiah Thomas.



