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Russell E. Wilcox, CLU®, ChFC®

Russell E. Wilcox, CLU®, ChFC®

Advisor Representative

As an Advisor Representative with Lincoln Financial Advisors, Russ believes success should be measured, not just by your financial well-being, but by how confident you feel about your future. He has built his career around personal relationships and high-quality service to his clients.

Russ and his experienced staff work as a team to provide clients with comprehensive financial, retirement, investment, business owner, and estate planning, using comprehensive strategies and state-of-the-art software to help you implement financial solutions to address your unique needs.

Prior to joining the team with Lincoln Financial Advisors, Russ started his business career at Michigan National bank in 1970 and in the life insurance business in 1971. He has worked with Mutual Benefit Life, Mass Mutual, Comerica Insurance Services, and Aitken Ormond & Shores, Inc.

Russ shared time at both Michigan State University and the University of Michigan and holds a B.B.A. in Finance from the University of Michigan. He has his Series 6 and Series 63 securities registrations and is state licensed for life, health insurance, and annuities. He has earned the Chartered Life Underwriter and Chartered Financial Consultant designations. He is also a Licensed Health & Life Insurance Counselor with the State of Michigan.

A Career highlight for Russ includes being a Life Member of the Million Dollar Round Table*, of which only 3-5% of life agents around the world qualify. He is most proud of his family, which consists of his wife of 45 years Judy, their son Scott, their daughter Katie and 3 grandchildren. He also regularly sings in his church’s choir.

*To qualify for the a MDT lifetime membership, a representative must achieve a certain level of premium, commission or income over the course of 10 years.  .  For details please visit http://bit.ly/2eFx0ex