Boston-based Moors & Cabot, the financial advisory firm that has been a presence in the city since 1890, continues to evolve, improving experiences for financial professionals and, more importantly, their clients. Moors & Cabot is proud to announce the expansion of their support staff with the creation of the Risk Mitigation & Income Solutions Team (RM&IS). With the launch of the newly integrated RM&IS Team, Moors & Cabot is committed to delivering a truly holistic financial planning service and solution to clients.
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The Moors & Cabot Risk Mitigation & Income Solutions Team is designed to provide strategic analysis tailored to meet clients' goals and objectives throughout the various life stages of their financial journey. The team supports M&C advisors with independent insight to expand their ability to offer comprehensive financial solutions.
The team is composed of multiple key players from different areas of M&C's business including Jamie Frazier, Chief Growth Officer, Cody Elvin, Business Development Director, Insurance, Jonathan Engert CLU®, ChFC®, CAS®, CLTC®, CASL®, Director, Insurance & Annuities and Carly Engert, Assistant Director, Insurance & Annuities.
The RM&IS team will work directly with M&C financial professionals to understand their clients' unique situations, as well as their goals & objectives, to formulate a comprehensive RM&IS solution set that takes into consideration all relevant aspects of their financial circumstances now and in the future.
Michael Hildreth, Moors & Cabot's CEO added,” The Risk Mitigation & Income Solutions Team's development strengthens the support provided to our existing financial professionals and their clients through a broad range of specialized knowledge. This advancement further positions M&C as a highly attractive firm for financial professionals desiring expanded support and infrastructure to optimize client experience and outcomes.”
ABOUT MOORS & CABOT, INC.
Moors & Cabot is an investment firm headquartered in Boston with offices throughout the country.
While Moors & Cabot's approach to wealth management is a more personal one, they are also a full service firm. Their financial products and services span the full spectrum of investment options-from financial and investment management to insurance and equity trading.
For over 134 years, Moors & Cabot has been a trusted advisor to individuals, families, businesses and institutions in building, managing, protecting and transitioning wealth.
Moors & Cabot, Headquarters: One Federal St., 19th Floor, Boston, MA 02110. Global legal and regulatory information can be found at https://www.moorscabot.com/privacy-and-disclosures Member FINRA, NYSE & SIPC
Further Information: http://www.moorscabot.com
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SOURCE Moors & Cabot Investments
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