Welcome to Moors & Cabot
Preserve. Plan. Prosper.
Manage it all with Moors & Cabot
At Moors & Cabot, we understand that modern wealth management is complex and often requires a deeper, more specialized level of assessment, particularly when managing client portfolios or navigating unexpected situations.
Our dedicated Risk Mitigation and Income Solutions (RM&IS) team is a cornerstone of our commitment to comprehensive client care. This team is specifically designed to assist you in navigating the most intricate financial circumstances your clients may face. We serve as a consultative resource, offering deep knowledge of sophisticated strategies that go beyond conventional planning.
A Collaborative Approach
We firmly believe in empowering you to maintain control over your client relationships and business operations. The RM&IS team's role is to act as a partner and a resource, not a director. We will actively collaborate with you to explore and evaluate a variety of different avenues, strategies, and product structures tailored to meet specific risk tolerance and income goals. Our goal is to expand your toolkit and potential solutions without ever dictating the day-to-day management of your business. The ultimate decision on implementation always rests with you, the financial professional.
Seasoned Professionals and Integrated Support
The RM&IS team is comprised of seasoned professionals with deep experience in seamlessly integrating with the capabilities of our robust Insurance and Annuities department. This synergy works to provide holistic support, offering solutions that range from traditional insurance products for legacy and preservation planning to sophisticated annuity structures designed for predictable lifetime income.
Meet The Team
Cody Elvin
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Risk Mitigation & Protection
I grew up in Connecticut, where I earned my degree in Business Administration from Post University. With a decade of experience in banking and finance, I have developed the knowledge and expertise to provide comprehensive financial guidance tailored to each client’s unique needs.
As a licensed securities professional, I assist individuals in the state of Florida with their investment needs. In my role as Director of Business Development - Insurance at Moors & Cabot, I lead our insurance division on a national scale, ensuring our clients receive the highest level of service and protection.
At Moors & Cabot, we have access to over 20 A-rated carriers, as rated by AM Best, allowing us to match clients with the best coverage at the right time. Our approach goes beyond simply offering products; we build lasting relationships and provide holistic financial planning to help clients safeguard what matters most. Our goal is to ensure each client is well-prepared for the future with a comprehensive strategy that aligns with their financial goals.
Outside of work, I am passionate about fitness, kayaking, paddle boarding, and attending music festivals. I believe in living a balanced and fulfilling life, and I bring that same philosophy to helping my clients achieve financial security and peace of mind.
Jamie Frazier
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Chief Growth Officer
Jamie Frazier, as Chief Growth Officer at Moors & Cabot, spearheads the firm's advisor recruitment strategy, aiming to attract top-tier financial professionals who resonate with the company's values and growth objectives. His responsibilities include enhancing Moors & Cabot's industry presence, understanding the needs of the target advisor market, and articulating the benefits of the firm's platform.
With almost two decades of executive experience in financial services, Jamie also plays a key role in integrating new advisory teams acquired by the firm. His approach to growth is strategic, ensuring that all initiatives align with Moors & Cabot's core values and long-term vision. His key areas of focus include process improvement, strategic marketing, defining and communication of advisor process, enhancing client experiences, and working with financial advisors to introduce new concepts and solution sets into their practices
Before moving into leadership, Jamie spent 13 years as a personal financial advisor, giving him a deep understanding of the profession and the support advisors need to serve their clients and expand their practices.
His prior experience includes roles at Bank of America Investment Services and TIAA-CREF. He holds a Bachelor's degree from Bridgewater State University and possesses Securities Licenses 6, 7, 24, 63, and 65 as well as Massachusetts Life Insurance.
Wealth Management Founded on a Relationship
130 years ago, Moors & Cabot was founded on a relationship. Today, we carry on that tradition. Explore our personalized combination of veteran financial professionals, robust capabilities, and tailored strategies. The result is a true financial partner, exclusively focused on your goals and challenges.
We feel this sets us apart. Come see for yourself.
