Naples, FL Office

Travis Koch is a financial advisor at Moors & Cabot, Inc. in Naples, FL, with 21 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Moors & Cabot in 2020, he worked at BMO Harris Financial Advisors, Inc. and related affiliates from 2008 to 2019. Travis serves as an unpaid board member of the University of Minnesota Alumni Association Southwest Florida Chapter. Moors & Cabot provides investment management, financial planning, and consulting services to retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers tailored portfolio strategies and active brokerage and insurance services, managing client accounts on both discretionary and non-discretionary bases.

David Dettloff is a financial advisor at Moors & Cabot, Inc. in Naples, FL, holding Series 63 and Series 65 licenses with 45 years of industry experience. His prior roles include positions at Robert Baird & Co., Morgan Keegan & Company, Morgan Stanley DW Inc., and UBS Financial Services. 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 through its Portfolio Management Program, fee-based financial planning, and consulting, with strategies tailored to clients’ objectives and risk tolerances.

Thomas Massey is a financial advisor with Moors & Cabot, Inc. He holds a Series 66 designation and has 25 years of industry experience. Prior to his current role at Moors & Cabot since 2011, he worked at Merrill from 2006 to 2011 and Raymond James & Associates from 2001 to 2006. 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 and financial planning with a focus on tailored portfolios using strategies such as asset allocation, fundamental and technical analysis, and quantitative techniques.

William Pluta is a financial advisor at Moors & Cabot, Inc. in Naples, FL, with one year of industry experience. He holds a Series 66 designation. Prior to joining Moors & Cabot, his work history includes roles at Conner One, VivoInfusion, Emcor Facility Serv, and other organizations. 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, fee-based financial planning, consulting, and referral services, using varied strategies including asset allocation and quantitative techniques, and provides active brokerage and insurance sales alongside advisory services.

Matthew Johnson is a financial advisor at Moors & Cabot, Inc. with 23 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Aviance Capital Partners LLC and Citigroup Global Markets. Moors & Cabot, Inc. serves retail and high-net-worth individuals as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, and consulting services. The firm employs a range of portfolio strategies tailored to clients’ objectives and risk tolerances, with options for discretionary, non-discretionary, and advice-only arrangements.

Sharon Kurgis is a financial advisor at Moors & Cabot, Inc. with 43 years of industry experience. She has been with Moors & Cabot since 2008 and previously worked at Merrill for 25 years. She holds Series 63 and Series 65 certifications. 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 services. The firm provides tailored portfolio strategies and a range of discretionary and non-discretionary advisory arrangements.

Stephen Denapoli is a financial advisor with Moors & Cabot, Inc. in Naples, FL, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Moors & Cabot since 2014, following prior roles at Janney Montgomery Scott and Ameriprise Advisor Services. 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, with strategies tailored to client objectives using asset allocation, fundamental and technical analysis, and quantitative techniques.

Robert Gesdorf is a financial advisor with Moors & Cabot, Inc. in Naples, FL, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. His prior work includes roles at Stifel Nicolaus & Co., Inc. and Robert Baird & Co. Moors & Cabot serves a diverse client base, including retail and high-net-worth individuals, corporations, and charitable organizations, offering investment management, fee-based financial planning, and consulting. The firm tailors portfolios to client objectives using various investment strategies and provides both discretionary and non-discretionary services.