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Winfield M

Series 66

Greenville, NC

Moors & Cabot, Inc.

Winfield Mayne is a financial advisor with Moors & Cabot, Inc. in Greenville, NC, holding a Series 66 credential and 25 years of industry experience. He previously worked for First Citizens Investor Services, Inc. for 19 years before joining Moors & Cabot in 2023. 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 using a range of analysis methods and investment strategies.

Concentrated stock management Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Financial Professional Retired
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