Senior Vice President, Investments
Jeff has been a Senior Vice President – Investments and Registered Investment Advisor Representative in Moors & Cabot’s Boston office since 2009. He has over 25 years of experience.
Since 1995, Jeff has been providing customized wealth and portfolio management services to families, trusts, and corporate executives while at Merrill Lynch and Salomon Smith Barney. Additionally, he provides ERISA advisory services to corporate fiduciaries and trustees. Further back, he was on the Index & Equity Options desk at Brown & Co. beginning in 1993.
Jeff has numerous long-term relationships with prominent estate and trust law firms, as well as many distinguished accounting firms. These relationships allow direct access to advanced financial planning techniques from some of the most experienced legal and accounting minds available.
Jeff provides the following customized services:
IRAs and 401(k) Rollovers
Trust Account Management
Retirement Income Planning
Single Stock Hedging
Fee-based Advisory Services
Life Insurance and Annuity Solutions
Comprehensive Wealth Management Solutions
Jeff holds numerous securities and insurance licenses, lives in Hingham, and takes great joy in his college-age daughters’ ongoing successes.
Background and qualification information is available at FINRA's BrokerCheck website