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

2026 - now Partner, Sr. Wealth Advisor and Shareholder @ Mercer Advisors
2024 - now Sr. Wealth Advisor, Sr. Director and Shareholder @ Mercer Advisors
2022 - 2024 Sr. Wealth Advisor, Director and Shareholder @ Mercer Advisors

2016 - 2022 COO and Senior Financial Planner @ Vintage Financial Services
2013 - 2016 Senior Financial Planner @ Vintage Financial Services
2011 - 2013 Financial Planner @ Vintage Financial Services
2010 - 2011 Financial Analyst and Planning Intern @ LVM Capital Management
2005 - 2011 Assistant Manager @ Domino's

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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
2009 - 2011

Kalamazoo Valley Community College
ABA (Business)
2007 - 2009
Dale Carnegie

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Jack McCloskey Skills

Estate Planning
Financial Advisory
Social Security

Customer Relations
Financial Planners
Accounting
Cash Flow
Economics
Insurance
Retirement Planning

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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 1 mobile phone numbers on RocketReach.

Jack McCloskey Emails

Found 4 emails

Jack McCloskey Phone Numbers

Found 4 phone numbers

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