AIF®, CHSA®, CPFA®, IAR
Mayflower Advisors
For 25 years, Jared has guided clients through the shifting landscape of the retirement industry. His vast experience and drive to develop innovative solutions has provided his clients the support to offer their employees successful retirement programs. Regardless of the client’s size, he understands the pressures that private business owners, non-profit leaders, plan administrators, and retirement plan sponsors are challenged with.
Jared’s approach is one of strategic guidance that ensures proper fiduciary oversight, advocacy, optimal performance, and measured cost. His understanding to varying client demographics, creates a unique program that supports customized employee communications.
Prior to becoming the Vice President of Mayflower Financial Advisors, Jared was the Managing Director of Marsh & McLennan, where he was responsible for strategic oversight and management of the firm’s 400 clients and $5 billion in assets. Jared is an Accredited Investment Fiduciary and holds a FINRA Series 65 Investment Advisor Law license.
(617)510-5288
Boston, MA
Client Plans: 364
Participants: 50,000
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