Jack McCloskey Email & Phone Number
Partner, Sr. Wealth Advisor and Shareholder @ Mercer Advisors
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Jack McCloskey Location
- Ann Arbor, MI, US
Jack McCloskey Work
- Partner, Sr. Wealth Advisor and Shareholder @ (January 2026 - Present)
- Sr. Wealth Advisor, Sr. Director and Shareholder @ (January 2024 - Present)
- Sr. Wealth Advisor, Director and Shareholder @ (December 2022 - January 2024)
- COO and Senior Financial Planner @ (July 2016 - December 2022)
- Senior Financial Planner @ (July 2013 - July 2016)
- Financial Planner @ (July 2011 - July 2013)
- Financial Analyst and Planning Intern @ (August 2010 - July 2011)
- Assistant Manager @ (September 2005 - May 2011)
Jack McCloskey Education
- Schwab Executive Leadership Program 2022-2023
- College for Financial Planning
Master's Degree (Personal Financial Planning Major)
2013-2015 - Western Michigan University - Haworth College of Business
BBA (Magna Cum Laude, Personal Financial Planning, Economics)
2009-2011 - Kalamazoo Valley Community College
ABA (Business)
2007-2009 - Dale Carnegie
Jack McCloskey Skills
- Estate Planning
- Financial Advisory
- Social Security
- Customer Relations
- Financial Planners
- Accounting
- Cash Flow
- Economics
- Insurance
- Retirement Planning
- Financial Planning
- Portfolio Management
- Annuities
- Financial Modeling
- Tax
- Investments
- Excel
- Individual Pension Plans
- 401k
- Asset Allocation
- Investment Advisory
- Wealth Management
- Equities
- Mutual Funds
- Outlook
- Strategic Financial Planning
- Microsoft Word
- Investment Strategies
- Committed to Professionalism
- Microsoft Excel
- Asset Management
- Risk Management
- Personal Financial
- Certified Financial Planner
- Long Term Care
- Financial Analysis
- Personal Financial Planning
- Personal Finance
- Strategic Financial
- Financial Management
- Word
- Retirement
- CRPC
- Analysis
- Employee Benefits
- Investment Management
Jack McCloskey Summary
- Jack McCloskey, based in Ann Arbor, MI, US, is currently a Partner, Sr. Wealth Advisor and Shareholder at Mercer Advisors. Jack McCloskey brings experience from previous roles at Mercer Advisors and Vintage Financial Services. Jack McCloskey holds a 2022 - 2023 Schwab Executive Leadership Program. With a robust skill set that includes Estate Planning, Financial Advisory, Social Security, Customer Relations, Financial Planners and more. Jack McCloskey has 4 emails and 2 mobile phone numbers on RocketReach.
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