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Jeffrey D

Series 63, Series 65

Poland, OH

Moors & Cabot, Inc.

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. 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 services ranging from discretionary portfolio management to fee-based financial planning.

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

Series 65, Series 63

Poland, OH

Moors & Cabot, Inc.

Ryan Tunison is a financial advisor at Moors & Cabot, Inc. with seven years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at Moors & Cabot since 2021. Prior to that, he was associated with FEIC Financial, Inc. and also has experience outside the financial sector, including roles at AVI FoodSystems and Walmart. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs various analytic approaches and offers services such as portfolio management, financial planning, and consulting, with accounts typically custodied through RBC Capital Markets.

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