Andrew Donahue is a financial advisor at Moors & Cabot, Inc. in Boston, MA, holding Series 65 and Series 63 designations with 30 years of industry experience. His prior roles include positions at Measured Wealth Private Client Group, Boston Private Wealth, and SEI Investments Management Corp. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations with portfolio management, fee-based financial planning, consulting, and advice-only services. The firm employs a range of analysis methods and investment strategies, utilizes third-party and affiliated sub-advisors, and offers commissionable brokerage and insurance services alongside advisory solutions.

John Sullivan is a financial advisor at Moors & Cabot, Inc. with 40 years of industry experience. He has held positions at Bank of America and Merrill prior to joining Moors & Cabot in 2017. Sullivan holds Series 63 and Series 66 licenses. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and consulting services using a variety of analytical approaches and investment strategies.

Spencer Eagleton is a financial advisor at Moors & Cabot, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Oppenheimer & Co. from 2021 to 2024. His background includes roles outside finance such as positions at Godiva Chocolate and the United States Congress. Moors & Cabot serves retail and high-net-worth individuals, corporations, and various institutional clients by providing portfolio management, fee-based financial planning, and advisory services. The firm employs multiple analysis methods and strategies, offers both discretionary and non-discretionary advisory services, and operates with affiliations that enable a range of brokerage and insurance capabilities.

Michael Miller is a financial advisor at Moors & Cabot, Inc. with 33 years of industry experience. He holds a Series 63 designation and previously worked for Coker & Palmer, Inc. for 11 years before joining Moors & Cabot. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advice-only services, employing a variety of analytical methods and strategies, and utilizes both third-party and affiliated sub-advisors.

Scott Bundy is a financial advisor at Moors & Cabot, Inc. with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Bundy serves as a trustee for the Boxborough Conservation Trust and advises the endowment of the Kurn Hattin School for Children without compensation. Moors & Cabot serves retail and high-net-worth clients, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advisory services using a variety of analysis methods and strategies, and operates as a dual-registered investment adviser, broker-dealer, and insurance agency.

Yvonne Shanklin is a financial advisor with Moors & Cabot, Inc., holding a Series 66 credential and bringing 17 years of industry experience. She worked at Edward Jones for nine years before joining Moors & Cabot in 2018. Outside of her advisory duties, Shanklin serves on multiple local advisory committees in Crestview, FL, including transportation planning and city hall citizen boards, and is involved with charitable and community organizations such as the Orphan to Heir board and the Crestview Kiwanis chapter, where she is president. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and consulting services using a variety of investment strategies and both discretionary and non-discretionary approaches.

Brice Mcmahon is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has been with Moors & Cabot since 2015. Moors & Cabot serves retail and high-net-worth individuals, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advice on assets held away from its clearing firm, utilizing a variety of analysis methods and investment strategies.

Jamie Frazier is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Moors & Cabot in 2020, Frazier worked at TIAA and TIAA-CREF for 13 years, as well as Banc of America Investment Services and Quick & Reilly. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based planning, consulting, and advice-only services, using various analysis methods and strategies supported by third-party and affiliated sub-advisors.

Andrew Phelan is a financial advisor at Moors & Cabot, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley, First Republic Securities Company, and First Republic Investment Management. Moors & Cabot serves retail and high-net-worth individuals as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and consulting services, utilizing a range of analysis methods and strategies, and provides both discretionary and non-discretionary advisory services.

Rafael Hernandez is a financial advisor at Moors & Cabot, Inc. in Boston, MA, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions with Wells Fargo Clearing, Wells Fargo Funds Management, and Evergreen Investment Management Co. since 2009. Hernandez has been with Moors & Cabot since 2019. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides portfolio management, fee-based financial planning, and consulting services, utilizing a range of analytical methods and strategies along with third-party sub-advisors.

Stephen Frederick is a financial advisor with Moors & Cabot, Inc. in Alexandria, VA, holding Series 65 and Series 66 licenses and 25 years of industry experience. He has been with Moors & Cabot since 2001. Outside of his advisory role, he serves as Chairman of the Finance Committee at Calvary United Methodist Church in Arlington, VA. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, consulting, and advice-only services, utilizing a variety of analytical methods and investment strategies.

Jerry Diamantides is a financial advisor at Moors & Cabot, Inc. with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with firms including Commonwealth Financial Network, Merrill, Bank of America, and Santander Securities. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advisory services utilizing various analysis methods and strategies, supported by third-party and affiliated sub-advisors.

Charles Murphy II is a financial advisor with Moors & Cabot, Inc. and holds Series 63 and Series 65 credentials. He has 35 years of industry experience, including roles at Merrill since 1990 and Moors & Cabot since 2016. Outside of advising, he operates a sole proprietorship focused on buying, restoring, and selling cars as a hobby. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and consulting services using a variety of analytical methods and strategies, working with third-party sub-advisors and providing both discretionary and non-discretionary advisory services.

Phillip Cheney Jr. is a financial advisor at Moors & Cabot, Inc. in Boston, MA, with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Moors & Cabot since 2018. Prior to that, he was employed at RBC Capital Markets from 2010 to 2017. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, consulting, and advice-only services, utilizing a range of analysis methods and investment strategies.

John Essigman is a financial advisor with Moors & Cabot, Inc., holding Series 65 and Series 63 licenses and possessing 21 years of industry experience. His career includes prior roles at Prudential Insurance Company of America and PRUCO Securities, LLC, as well as operating his own advisory firms. Outside of his advisory work, he serves as Treasurer and Bookkeeper for the White County Rotary Club. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and consulting services, utilizing various investment approaches and third-party sub-advisors.

Nathan Wood is a financial advisor with Moors & Cabot, Inc. in Mountain Brook, Alabama. He holds a Series 66 designation and has 24 years of industry experience, including prior roles at Coker & Palmer and Merrill. Outside of his advisory work, he performs pool maintenance for a local condominium association during evenings and weekends. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and consulting services through a variety of discretionary and non-discretionary approaches that include fundamental, technical, quantitative, and qualitative analysis.

Keith Baier is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Moors & Cabot, Inc. since 2022. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Morgan Stanley. Outside of his advisory work, Baier coaches women's basketball and serves as a basketball referee in Sidney, New York. Moors & Cabot serves retail and high‑net‑worth individuals, corporations, pension and profit‑sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, consulting, and advice‑only services through a multi‑strategy investment approach.

Peter Medgyesy is a financial advisor with Moors & Cabot, Inc., holding a Series 66 designation and 19 years of industry experience. He has been with Moors & Cabot since 2012 and previously worked at Wells Fargo Clearing. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, consulting, and advice-only services, utilizing various analysis methods and working with third-party and affiliated sub-advisors.

Jeffrey Davies is a financial advisor at Moors & Cabot, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Moors & Cabot since 2005. His career also includes work with Wrp Investments, Inc. since 1997. Moors & Cabot serves retail and high-net-worth individuals, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, consulting, and advice-only services, utilizing a variety of analysis methods and common investment strategies.

Anthony Dorval is a CFP® with 27 years of industry experience. He is currently with Moors & Cabot, Inc., where he has worked since 2013. His prior experience includes roles at New England Securities and Merrill. He is also an independent insurance agent specializing in disability, life, accident, and health insurance. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and various advisory services using multiple analytical approaches and strategies.