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:

 

• Portfolio Management

• 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.