Moors & Cabot, Inc.

Andrew Donahue is a financial advisor at Moors & Cabot, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Measured Wealth Private Client Group, Boston Private Wealth LLC, and SEI Investments Management Corp. Moors & Cabot serves retail and high-net-worth individuals as well as institutional clients, offering investment management through discretionary and non-discretionary arrangements, financial planning, and consulting. The firm customizes portfolios based on client objectives and risk tolerances, employing various strategies including asset allocation and quantitative techniques.

John Sullivan is a financial advisor at Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 66 licenses with 40 years of industry experience. His prior work includes roles at Bank of America, N.A. and Merrill. He has been with Moors & Cabot since 2017. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, fee-based financial planning, and consulting. The firm provides tailored portfolio strategies and offers services on discretionary or non-discretionary terms, including advice-only arrangements.

Spencer Eagleton is a financial advisor at Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 66 designations with three years of industry experience. His prior work includes roles at Oppenheimer & Co and Mildred Elley, as well as a one-year position with the United States Congress. Spencer’s background also includes experience outside finance, such as working at Godiva Chocolate and Wegmans Food Markets. Moors & Cabot serves 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 using tailored portfolio strategies and may allocate assets to third-party or affiliated sub-advisors.

Michael Miller is a financial advisor at Moors & Cabot, Inc. with 33 years of industry experience. He has worked at Moors & Cabot since 2026 and previously spent 11 years at Coker & Palmer, Inc. He holds a Series 63 designation. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing investment management, financial planning, consulting, and referrals to third-party wrap-fee programs. The firm offers tailored portfolio strategies and both discretionary and non-discretionary services.

Scott Bundy is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 1976. Bundy serves as a trustee for the Boxborough Conservation Trust and advises the endowment of the Kurn Hattin School for Children, both on a volunteer basis. 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, fee-based financial planning, consulting, and referrals to third-party wrap-fee programs, with portfolio strategies tailored to client objectives and risk tolerances.

Yvonne Shanklin is a financial advisor at Moors & Cabot, Inc. with 17 years of industry experience. She holds a Series 66 designation and has worked at Moors & Cabot since 2018, following a nine-year tenure at Edward Jones. Outside of her advisory role, Shanklin serves on several local advisory committees and nonprofit boards in Crestview, FL, including the Okaloosa-Walton Citizen Advisory Committee and the Kiwanis Crestview Chapter, where she is president. 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 portfolios tailored to client objectives using a variety of investment strategies.

Brice McMahon is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Moors & Cabot since 2015. Moors & Cabot serves a diverse clientele including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, fee-based financial planning, and consulting through tailored portfolio strategies and a range of advisory arrangements.

Jamie Frazier is a financial advisor with Moors & Cabot, Inc. based in Boston, MA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His prior roles include positions at TIAA-CREF and Banc of America Investment Services, Inc. Moors & Cabot serves retail and high-net-worth individuals, as well as institutions such as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services that are tailored to clients’ objectives using various strategies, including asset allocation and a combination of fundamental, technical, and quantitative analysis.

Andrew Phelan is a financial advisor at Moors & Cabot, Inc. in Boston, MA, holding a Series 66 credential with one year of industry experience. His prior roles include positions at Morgan Stanley, First Republic Securities Company, LLC, and First Republic Investment Management, Inc. He also has experience at Santa Clara University and Hingham High School. 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 tailored portfolio strategies and both discretionary and non-discretionary arrangements.

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 worked at Wells Fargo Clearing and Wells Fargo Funds Management prior to joining Moors & Cabot in 2019. 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 through its Portfolio Management Program, fee-based financial planning, and consulting services, tailoring portfolios to client objectives using various analytical strategies and including access to third-party sub-advisors.

Stephen Frederick is a financial advisor at Moors & Cabot, Inc. with 25 years of industry experience. He holds Series 65 and Series 66 credentials and 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 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 tailored portfolio strategies, combining discretionary and non-discretionary approaches.

Jerry Diamantides is a financial advisor with Moors & Cabot, Inc., holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Commonwealth Financial Network, Merrill, Bank of America, and Santander Securities. 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 investment management through its Portfolio Management Program, fee-based financial planning, and consulting, using various strategies and allowing tailored portfolios based on client objectives and risk tolerances.

Charles Murphy II is a financial advisor at Moors & Cabot, Inc. with 35 years of industry experience. He held positions at Merrill for 26 years before joining Moors & Cabot in 2016. Outside of advising, he operates a sole proprietorship focused on buying, restoring, and selling cars as a hobby. 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 portfolios tailored to client objectives through various strategies, including asset allocation and quantitative techniques.

Phillip Cheney Jr. is a financial advisor at Moors & Cabot, Inc. in Boston, MA, with 31 years of industry experience. His prior experience includes seven years at RBC Capital Markets. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing investment management, financial planning, and consulting services. The firm offers tailored portfolio strategies using various analytical approaches and may allocate to third-party sub-advisors while conducting ongoing account monitoring and reporting.

John Essigman is a financial advisor with Moors & Cabot, Inc. in Cleveland, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, PRUCO Securities, LLC, and his own advisory firms. He is also a board member and treasurer of the White County Rotary Club. Moors & Cabot serves retail and high-net-worth clients, as well as corporations, pension plans, trusts, estates, and charitable organizations, offering investment management, financial planning, and consulting services with tailored portfolio strategies including asset allocation and quantitative techniques.