Five Star award winner John Wilcox, CFP®, AIF®, AAMS®

PROFESSIONAL PROFILE

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John Wilcox, CFP^®, AIF^®, AAMS^®

Vice President, Senior Wealth Manager

Mayflower Advisors

287 Turnpike Rd Ste 250

Westborough, MA 01582

Office: 508-948-4050

Cell: 508-733-8582

john.wilcox@mayfloweradvisors.com
www.mayfloweradvisors.com

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.

See Accomplishments

This award was issued on 02/01/2024 by Five Star Professional (FSP) for the time period 04/10/2023 through 10/31/2023. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4,421 Boston-area wealth managers were considered for the award; 580 (13% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 3,923, 578, 15%, 2/1/23, 5/23/22 - 1/6/23; 2022: 4090, 513, 13%, 2/1/22, 5/24/21 - 11/19/21; 2021: 4069, 480, 12%, 2/1/21, 5/25/20 - 11/30/20; 2020: 3580, 463, 13%, 2/1/20, 4/1/19 - 12/13/19; 2019: 3619, 566, 16%, 1/1/19, 4/18/18 - 11/6/18; 2018: 2819, 532, 19%, 1/1/18, 3/23/17 - 11/10/17; 2017: 2467, 623, 25%, 12/1/16, 3/26/16 - 11/23/16; 2016: 2530, 632, 25%, 12/1/15, 5/18/15 - 11/6/15; 2015: 3542, 801, 23%, 1/1/15, 5/18/14 - 11/6/14; 2014: 1707, 655, 38%, 1/1/14, 5/18/13 - 11/6/13; 2013: 2362, 713, 30%, 1/1/13, 5/18/12 - 11/6/12; 2012: 2591, 454, 18%, 1/1/12, 5/18/11 - 11/6/11.

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Mayflower Financial Advisors, LLC (dba Mayflower Advisors, "Mayflower") is an SEC registered investment adviser with its principal place of business in Boston, Massachusetts. Securities offered by Registered Representatives through Private Client Services, Member FINRA/ SIPC. Advisory products and services offered by Investment Advisory Representatives through Mayflower Advisors, a Registered Investment Advisor. Private Client Services and Mayflower Advisors are unaffiliated entities. A copy of Mayflower's current written disclosure statement as set forth on Form ADV, discussing Mayflower's business operations, services and fees is available upon written request or by visiting the SEC's website at http://www.adviserinfo.sec.gov. Member FINRA (https://www.finra.org) /SIPC (https://www.sipc.org). Obtain more information about our firm and its financial professionals at FINRA's BrokerCheck: https://brokercheck.finra.org. Access Mayflower's Form CRS.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 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. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.