Phoenix, AZ Office

Ian Amberson is a financial advisor at Moors & Cabot, Inc. with eight years of industry experience. He holds the CFP® and CFA® designations and has worked previously at Schwab Wealth Advisory Inc and Van Eck Associates Corporation. 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, financial planning, and consulting services, employing tailored portfolio strategies including asset allocation, fundamental and technical analysis, and quantitative techniques.

Christopher Koszitzki is a financial advisor at Moors & Cabot, Inc. in Phoenix, AZ, with seven years of industry experience. He previously worked at Fidelity Brokerage Services LLC, Vensure HR, and Bank of America. Koszitzki holds Series 63 and Series 65 licenses. Moors & Cabot serves retail and high-net-worth individuals, corporations, and various institutional clients by providing investment management, fee-based financial planning, and consulting services. The firm offers tailored portfolio strategies using a combination of asset allocation, fundamental and technical analysis, and quantitative techniques, with options for discretionary and non-discretionary account management.

Deeann Griebel is a financial advisor at Moors & Cabot, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses with 42 years of industry experience. She has been with Moors & Cabot since 2013 and previously worked at Wells Fargo Clearing for eight years. She serves on the investment committee for Friends of Public Radio Arizona. Moors & Cabot serves retail and high-net-worth clients, as well as institutional investors such as corporations and charitable organizations, offering tailored investment management through discretionary and non-discretionary programs. The firm employs a variety of investment strategies and provides ongoing portfolio monitoring and review.

Tanner Welch is a financial advisor at Moors & Cabot, Inc. in Phoenix, AZ, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, BCG Securities, and Merrill. He was previously involved with an LLC related to fixed index annuities commissions, which will be closed after tax filings are completed. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, and charitable organizations, offering investment management, financial planning, and consulting services. The firm emphasizes tailored portfolio strategies through various analysis techniques and may allocate client assets to third-party or affiliated sub-advisors.

J. Flynn is a financial advisor at Moors & Cabot, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Stifel Nicolaus & Co Inc and D.A. Davidson & Co. He serves as a lay board member of the Endowment Foundation for The Episcopal Diocese of Montana and participates in the Evergreen Chamber of Commerce. 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 provides investment management, financial planning, and consulting services with a flexible approach to portfolio management that includes discretionary and non-discretionary arrangements and the use of third-party sub-advisors.