Senior Vice President, Investments
Boston Complex Manager
Vern joined Moors & Cabot in the Fall of 2006 and has over 32 years of experience as a financial advisor. After serving as an educator for 15 years, he embarked on a new career path with Shearson Lehman Brothers in Brockton. He has worked over the years at firms such as Merrill Lynch and Janney Montgomery Scott. Vern has his undergraduate degree from Eastern Nazarene College and his Masters from Bridgewater State. He is licensed to trade securities in 25 states. He holds licenses in Insurance, Securities, and a Registered Investment Advisor Representative.
Vern is currently the Branch Manager/Financial Consultant at Moors & Cabot’s headquarters in Boston. He has served in a managerial capacity for the last 19 years of his career. Vern specializes in a planning based business designed to meet client’s goals for capital appreciation, retirement and education. To achieve these goals he uses the following vehicles:
Variable and Fixed Annuities, long term health care insurance
Corporate and Tax-Free Municipal Bonds
Exchange Traded Funds (ETF’s)
Unit Investment Trusts (UIT’s)
Individually managed portfolios
Vern helps his clients by breaking down intimidating financial language and helping them understand their investments thoroughly. He attributes this skill to the years he served in education.
Vern is a resident in Hanover MA, which is where he grew up and moved back to a few years ago. In his spare time he likes to spend time with his wife Peggy, his son Matt and his daughter Kelly. He also spends a great deal of time volunteering as a basketball coach and mentor to disadvantaged youth in the city of Boston. His recreational activities include watching and coaching basketball, music and spending time with his family.
Background and qualification information is available at FINRA's BrokerCheck website