John Wilcox, CFP®, AAMS®, AIF®, joined the Mayflower team in 2010 to help open the Westborough office and currently serves as a proud Partner and Senior Wealth Manager. has dedicated career as a leader in helping businesses, families and individuals plan for their financial, retirement and investment goals. John joined Mayflower Advisors in August of 2010 to help open the Westborough Office, bringing a solid financial services background and more than 20 years of experience in helping to build and preserve wealth for his clients. He also has proven experience in directing companies to manage their retirement plans.
Previously employed by Wells Fargo Advisors, John earned his AAMS® (Accredited Asset Management SpecialistSM) designation in 2003 and the CERTIFIED FINANCIAL PLANNER™ certification in 2009 and AIF® (Accredited Investment FiduciarySM) designation in 2013. In addition, he has obtained the Series 6, 7, 63 and 66 securities registrations, as well as life and disability insurance licenses. In 2020, 2023, and 2024 John was awarded the Five Star Wealth Manager Award,1 which recognizes the top 4% of 19,400 licensed wealth managers in Massachusetts based on 10 objective screening criteria.
Before his work in wealth management, John spent several years in the Corporate Retirement Plan Market in Communications with Fidelity Investments and as an AVP of Marketing at Scudder Retirement Services leading a team in marketing. There he managed key strategic relationships with Fortune 500 companies and improved their communications and education programs for the plans and their participants.
John served on Blackstone Valley Education Foundation Board, was past President and Board Member of the Worcester Tennis Club and is currently involved on the National Association of Plan Advisors’ Government Action Committee. John also serves on The New England Senior Tennis Foundation Board of Directors, is a member of Corridor 9 Chambers of Commerce, and has led and grown chapters of the Director Consultant for Business Networking International (BNI). He currently serves on the Leadership Team in his BNI Chapter.
He is an avid, competitive tennis player (athlete) and a member of the U.S. Professional Tennis Association and U.S. Tennis Association. He carries high local, national, and international rankings (ITF) from 2014 to current. He takes great pride and pleasure in being able to donate tennis lessons to a variety of different charities near and dear to him. John is married to Jacqueline who also enjoys travel, coaching, interior design, ran an ecommerce business, gardening, hiking, cooking awesome meals, and together they love giving back to their communities and charities of choice.
Industry Accreditations & Affiliations
CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
Accredited Asset Management SpecialistSM (AAMS®)
Accredited Investment Fiduciary (AIF®)
FINRA Series 6, 7, 63 & 66 Securities Registrations
Life & Disability Insurance Licenses
1. The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional) and published in Boston Magazine, is based on 10 objective criteria: Credentialed as a registered investment adviser (RIA) or a RIA representative; actively licensed as a RIA or as a principal of a RIA firm for a minimum of five years; favorable regulatory and complaint history review; fulfilled their firm review based on internal standards; accepting new clients; one-year client retention rate; five-year client retention rate; non-institutional discretionary and/or non-discretionary client assets administered; number of client households served; education; and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list. Award does not evaluate quality of services provided to clients and is not indicative of the wealth manager’s future performance. 3,580 Boston wealth managers were considered for the award. This was presented on April 3, 2020. The award spans the year in which it was awarded (January 1st 2020 - December 31st, 2020).