Private Wealth Management

 
Jason Mcloy

Jason McLoy

Senior Wealth Manager

Matthew “Jason” McLoy has over 20 years of experience in the financial services industry and provides financial, investment and retirement planning for individuals and families.

Prior to joining the Mayflower practice in 2013, Jason worked as a Director of Investments for CIBC World Markets and Oppenheimer & Co. for more than 10 years. He began his financial career at Merrill Lynch in 1993.

Jason received his Bachelor's from the University of Vermont after graduating from The Governor's Academy. He lives in Hingham, MA with his wife, Kara, and their two children. In his free time, Jason enjoys coaching youth lacrosse, fishing and boating.

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Registrations & Licenses

  • Series 7, 63 and 65 Securities Registrations
  • Life Insurance License
  • Disability Insurance License