Private Wealth Management

 
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John Wilcox

CFP®, AAMS®, AIF®

Vice President, Senior Wealth Manager

John Wilcox, CFP®, AAMS®, AIF®, has dedicated his career as a leader in helping businesses, families and individuals plan for their financial, retirement and investment goals. John joined the Mayflower practice 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.

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. Additionally, John is a member of Corridor 9 Chambers of Commerce and served as a Director Consultant for Business Networking International (BNI), leading chapters and their growth. He currently serves on the Leadership Team in his BNI Chapter. He is also an avid competitive tennis player (athlete) and a member of the U.S. Professional Tennis Association and U.S. Tennis Association and carries high local, national and international rankings (ITF) from 2014 to current. Consistently he donates tennis lessons to a variety of different charities that are near and dear to him.

John earned a B.A. in Advertising from San Jose State University in California. He and his wife, Jacqueline, live in Upton, MA, where they are active members of their community and lead various charitable outreach endeavors.

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Designations, Registrations & Licenses

  • Accredited Asset Management SpecialistSM (AAMS®)
  • CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
  • Accredited Investment Fiduciary® (AIF®)
  • FINRA Series 6, 7, 63 and 66 Securities Registrations
  • Life and Disability Insurance Licenses

Accolades

  • Five Star Wealth Manager in 2015, 2018 and 2020
  • Wells Fargo Advisors Premier Advisors in 2011, 2012, 2015, 2019 and 2020
  • The 401kWire 300 Most Influential Advisors in 2011
  • PlanAdviser Magazine Top 100 Advisors in 2011
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards. ; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 2819 Boston wealth managers were considered for the award; 532 (19% of candidates) were named Five Star Wealth Managers. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority of Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.

The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production, completion of educational components and professionalism.

401kWire created and conducted the survey for 401kWire's 50 Most Influential Advisors in Defined Contribution. Award nominees are selected from an on-line survey of retirement plan industry insiders and evaluated with an analysis of objective criteria, including statistics about the advisors’ practices.

PlanSponsor created and conducted the survey for Top 100 Retirement Plan Advisers. Advisers included in PlanAdviser Top 100 are taken from entries for the PlanSponsor Retirement Plan Adviser of the Year awards, with nominees evaluated solely on quantitative factors submitted during the same process, including ability to impact plan participation, cost savings and service enhancements.

The recipient did not pay a fee to participate in any of the surveys listed above. These award may not be representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of the advisors’ clients. Receipt of these awards is not indicative of future performance.