Moors & Cabot Enhances Client Support with New Risk Mitigation & Income Team

Moors & Cabot's New Initiative in Financial Advisory

Boston-based Moors & Cabot, a financial advisory firm with a rich history dating back to 1890, has recently made significant strides towards enhancing its client experience. In a move that signals commitment to holistic financial services, the firm has introduced the Risk Mitigation Income Solutions Team (RMIS). This new team will support financial professionals in delivering tailored financial solutions aimed at addressing clients' diverse needs through all stages of their financial journey.

The RMIS team is composed of industry experts, including Jamie Frazier, the Chief Growth Officer, Cody Elvin, Business Development Director for Insurance, Jonathan Engert, Director of Insurance Annuities, and Carly Engert, Assistant Director of Insurance Annuities. Their collective expertise spans various aspects of financial advisory, allowing them to provide independent insights that enhance the offerings of Moors & Cabot’s advisors. The initiative embodies a shift towards a more integrated approach to financial planning, allowing professionals to collaborate more effectively in catering to their clients' specific goals and circumstances.

The RMIS team's primary objective is to deliver comprehensive strategic analysis, which is vital for understanding clients' unique financial situations. By collaborating closely with Moors & Cabot advisors, they ensure that the proposed solutions consider all relevant financial aspects, both current and future. This positional advantage not only enhances the service provided to clients but also helps in achieving optimized financial outcomes.

Michael Hildreth, Moors & Cabot’s CEO, expressed his enthusiasm about this development, stating, "The Risk Mitigation Income Solutions Team's establishment significantly strengthens the support for our financial professionals, equipping them with specialized knowledge that is crucial for driving client satisfaction and enhancing their overall experience with our firm. We strive to position Moors & Cabot as an attractive partner for financial professionals seeking robust support and infrastructure."

The formation of the RMIS team is anchored in Moors & Cabot's long-standing commitment to personal service. The firm prides itself on offering a personalized approach to wealth management, which is evident in its extensive range of services, from financial and investment management to insurance and equity trading. Each solution is meticulously designed to not only meet the existing financial needs of its clients but also to anticipate future requirements as they navigate complex financial landscapes.

With a legacy of over 134 years, Moors & Cabot has built a reputation as a trusted advisor to a diverse clientele, including individuals, families, businesses, and institutions. The creation of the RMIS team is another testament to the firm's dedication to evolving along with its clients' needs, ensuring they remain equipped to manage, protect, and transition wealth effectively.

As the financial advisory landscape continues to evolve, initiatives like the RMIS reflect a proactive approach by firms like Moors & Cabot to stay ahead of the curve. By investing in specialized teams that focus on comprehensive financial analysis and support, they are well-positioned to enhance client relationships and improve the quality of financial advisory services they offer.

For more information about their new Risk Mitigation Income Solutions Team and the services they provide, clients and financial professionals alike can visit the Moors & Cabot website at https://www.moorscabot.com. This initiative, along with their broader range of services, reiterates Moors & Cabot's dedication to creating meaningful financial outcomes for its clients while fostering innovation in the advisory sector.