Private Wealth Management


John Wilcox


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®)
Accredited Investment Fiduciary® (AIF®)
FINRA Series 6, 7, 63 and 66 Securities Registrations
Life and Disability Insurance Licenses


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

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