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.

MISSION: John’s mission is to assist people who don't have the time, the knowledge, the information or the inclination to manage their money. His clients include business owners, corporate executives, company retirement plans, pre-retirees, high net worth families or retirees.

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

Forbes created and conducted the survey for the Forbes Best in State Wealth Advisors. Award nominees are identified by ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. The Forbes Best in State Wealth Advisors. Investment performance is not a criterion. In 2018, 25,732 candidates were considered for the award and more than 2,000 candidates received the award (approximately 8%). In 2019, 6,389 candidates were considered for the award and 250 candidates received the award (approximately 4%). In 2020, 32,000 candidates were considered for the award and more than 4,000 candidates received the award (approximately 13%). The recipient did not pay a fee to participate in the survey. The 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 the award is not indicative of future performance.

Financial Planning Magazine created and conducted the survey for Pro Bono Planner of the Year. The award is presented to a financial advisor who has made a leadership contribution to a nonprofit organization by arranging for the group to receive dedicated professional financial services, including pro bono advice and financial life skills.

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 RIA or a RIA 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 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. In 2021, 4,069 Boston wealth manager candidates were considered, of which 480 (12%) were named award recipients. 2020: 3,580 considered, 463 (13%) recognized; 2019: 3,619 considered, 566 (16%) recognized; 2018: 2,819 considered, 532 (19%) recognized; 2017: 2,467 considered, 623 (25%) recognized; 2016: 2,530 considered, 632 (26%) recognized; 2015: 3,542 considered, 801 (23%) recognized; 2014: 1,707 considered, 655 (38%) recognized; 2013: 2,362 considered, 713 (30%) recognized; 2012: 2,591 considered, 454 (17%) recognized.

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