Jeff Cashin, CFP®, joined the Mayflower team in 2022 as a Senior Wealth Advisor. With over 25 years in the industry, Jeff specializes in working with clients throughout their lives to develop plans and strategies that achieve their financial goals and objectives.
As his client’s primary advisor, he coordinates their financial lives and delivers a customized relationship plan that comprehensively discusses their critical wealth management issues and decisions. As he monitors those plans and investment strategies, he will selectively engage many specialized team members and resources, both internally and externally, to achieve his client’s goals and objectives. He uses multiple private and tax efficient investment instruments to enhance clients’ returns.
Jeff has worked for Banks, Trust Companies, and Private Wealth Groups in multiple capacities including commercial banking, management, and wealth advisory.
Jeff graduated from North Carolina State University with a bachelor's degree in Economics.
Industry Accreditations & Affiliations
CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
FINRA Series 7 & 66 Securities Registrations
Life, Health & Long Term Care Insurance Licenses