MOORS & CABOT, INC.
BOSTON, MA

Moors & Cabot, Inc., nestled in Boston, Massachusetts, has been a cornerstone in the realm of wealth management and investment since its foundation in 1890 by visionaries John F. Moors and Charles Cabot. Over 125 years, they've honed their skills in financial planning, risk management, futures investing, and financial advising, all while maintaining an unwavering dedication to personalized client relationships that many today still find unparalleled. The heart of Moors & Cabot's approach is a deep-seated commitment to building lasting trust with their clients. By aligning individual financial goals with custom-tailored wealth management solutions, the firm continues to distinguish itself from larger public entities by staying privately owned, preserving an independent service model that resists the sway of proprietary products. This ensures unbiased investment advice remains at the core of all client interactions. Notable leaders like Mark, who brings a wealth of operations and strategic insights from stints at Accenture LLC and ERI-and involvement in esteemed organizations such as YPO and SIFMA-underscore the firm’s dedication to excellence. Complementing this leadership is Michael Braun, whose extensive experience spans over 30 years in IT, operations, insurance, HR, and more, gained through positions at top-tier firms like Fidelity Management. In recognition of its steadfast integrity and commitment, Moors & Cabot was honored with a special invitation to ring the closing bell at the New York Stock Exchange, celebrating its 125th year. Serving clients nationwide, the firm operates from its Boston headquarters, extending its reach through branch offices that collectively manage an array of financial services encompassing investment management, insurance consulting, banking, and equity trading. With a deep-rooted philosophy centered on client-focused service, backed by seasoned leadership and strategic partnerships, Moors & Cabot stands tall as a reputable name in full-service wealth management. Their continuous drive to empower clients through expert guidance ensures they remain at the forefront of an ever-evolving industry.