Private Wealth Management

 

Jeff Cashin

CFP®

Vice President, Senior Wealth Manager

Jeff Cashin, CFP®, is a Vice President, Senior Wealth Manager with Mayflower Advisors. With over 22 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. He takes pride in being his client’s primary advisor, coordinating their financial lives and delivering a customized relationship plan that comprehensively addresses critical wealth management issues. Jeff leverages specialized team members and resources, both internally and externally, to ensure clients financial trajectory is on track and agreed upon objectives are reached.

Jeff graduated from North Carolina State University with a BS in Economics and lettered in varsity golf at NC State. He is a Certified Financial Planner™ and has the FINRA Series 7 & 66, Life & Health, and Long Term Care licenses.

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Designations & Registrations

  • CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
  • FINRA Series 7 & 66, Life & Health, and Long Term Care licenses