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Jack McCloskey
Sr. Wealth Advisor, Sr. Director
CFP®
jmccloskey@merceradvisors.com
Jack enjoys the opportunity to impact clients’ lives directly every day by helping them achieve their financial goals and live their best life. He began his career in financial planning in 2010, and served as COO and senior financial planner at Vintage Financial Services, a wealth management firm in Ann Arbor, Michigan that joined Mercer Advisors in 2022.
His experience has taught him the importance of approaching every situation impartially. In 2022, Jack was named to Investment News’ prestigious “40 Under 40” list, recognizing 40 rising stars in the investment industry from across the country.
Jack graduated magna cum laude from Western Michigan University with a bachelor’s degree in personal financial planning. He furthered his education with a master’s degree in personal financial planning from the College for Financial Planning.
A Michigan native, Jack resides in Ann Arbor with his wife, Ashley, their daughter, Hazel, and their goldendoodle, Clark. He is an active supporter of the Michigan Brewers Guild.
*Disclosure
Nominees for Investment News’ ninth annual 40 Under 40 project should exhibit qualities of leadership within the financial advice field, such as the drive to succeed, along with prospects for a bright future. He or she must be under the age of 40 on June 6, 2022, which is the date our 40 Under 40 honorees will be announced in the print issue of InvestmentNews and online. Accomplishments: We are looking for professionals who are successful in the advisory business, industry-related projects and the wider world in an advisory capacity, as exhibited by their credentials and achievements. Contribution: We are searching for professionals who promote the financial advice profession, advocate for financial literacy and engage in pro bono financial planning work. Leadership: We are interested in professionals who offer guidance and successful management within a company or the industry as a whole. Promise: We want to celebrate professionals who have passion, enthusiasm, great ideas and show a commitment to the field.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.