As an Insurance Specialist with LandMark Financial Planning + Advisory, 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 clients.
Russ and experienced staff work as a team to provide clients with comprehensive financial, retirement, investment and business owner planning, as well as estate planning strategies, 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 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 50 years Judy, their son Scott, their daughter Katie and 3 grandchildren. He also regularly sings in his church’s choir.
*The Million Dollar Round Table membership is independently produced by The Premier Association of Financial Professionals®. Members must meet a certain level of premium, commission or income during the year and must also adhere to strict ethical standards. Russ Wilcox had applied for membership. No fee was paid to be a member nor to promote the membership.
Russ Wilcox is not registered with Lincoln Financial Advisors (LFA) to offer brokerage, investment advisory or financial planning services to a LFA client.