John WilcoxFinancial Advisor
Phone: 508-948-4050 John Wilcox has dedicated his career to helping businesses, families and individuals plan for their financial, retirement and investment goals. John joined Mayflower Advisors in August of 2010 with a solid background and years of experience in building and preserving wealth for his clients. He also has proven experience in helping companies manage their retirement plans. In 2011, John was selected as one of the 300 Most Influential Advisors of 20111 by 401KWire.com and included in PLANADVISOR Magazine's Top 100 Advisors for 20112.
Previously employed by Wells Fargo Advisors, LLC, John earned his AAMS®(Accredited Asset Management SpecialistSM) designation in 2003 and the “CERTIFIED FINANCIAL PLANNER™” certification in 2009. In addition, he has obtained the Series 6, 7, 63 and 66 securities registrations, as well as life and disability insurance licenses.
He serves on the Blackstone Valley Educational Board and as a Vice President of the Worcester Tennis Club Board. Additionally John is a member of Corridor 9 Chambers of Commerce, an Assistant Director for Business Networking International (BNI), and a member of the U.S. Professional Tennis Association and U.S. Tennis Association. John earned a BA in Advertising from San Jose State University in California. He and his wife Jacqueline live in Upton, Mass., where they are active members of their community.
1 300 Most Influential Advisors of 2011 were selected from an on-line survey of retirement plan industry insiders by The401kWire.
2 Nominations were solicited online from retirement plan advisers, their employers and/or broker/dealers, and plan sponsors, as well as from working partners of these advisers, including investment vendors, accountants and attorneys, and pension administrators. To enter the awards process, nominees must complete a form providing various details of their practice, including the details displayed here. These lists are based solely on quantitative factors.
![]()
|
||
|
Mayflower Advisors, LLC-Boston
|
