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Nathan W

Series 66

Mountain Brook, AL

Moors & Cabot, Inc.

Nathan Wood is a financial advisor with Moors & Cabot, Inc. in Mountain Brook, Alabama, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Coker & Palmer and Merrill. Outside of advisory work, he performs contract pool maintenance for a local condominium association on evenings and weekends. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services, with portfolio strategies tailored to clients’ objectives and risk tolerances, utilizing both in-house management and third-party sub-advisors.

Income planning Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Active portfolio management Founder/Business Owner Retired
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