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Lori B

Series 63, Series 65

Englewood, FL

Moors & Cabot, Inc.

Lori Bayba is a financial advisor at Moors & Cabot, Inc. with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Cetera Investment Advisers, LLC, Cetera Financial Specialists LLC, and Advisors for Financial Independence. Moors & Cabot provides investment advisory and related services to a diverse client base, including individual and high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, fee-based financial planning, and consulting services.

Wealth management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
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Todd M

Series 63, Series 65

Englewood, FL

Moors & Cabot, Inc.

Todd Mauerman is a financial advisor at Moors & Cabot, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Moors & Cabot since 2016. Outside of advising, he owns a family business related to managing a seasonal vacation rental property. Moors & Cabot provides investment advisory services to individual and high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Wealth management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
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Christopher J

Series 63, Series 66

Englewood, FL

Moors & Cabot, Inc.

Christopher Juall is a financial advisor at Moors & Cabot, Inc. with 34 years of industry experience. He has been with Moors & Cabot since 1999 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns Lazy Products, LLC, which sells water floats, and manages TQC Education, LLC, offering online boating courses. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, fee-based financial planning, and consulting services.

Wealth management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
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