Manage it all with Moors & Cabot

Cody Elvin

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

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.

Jonathan Engert

Director of Insurance

Jonathan grew up in Scotia, NY and attended Bentley University in Waltham MA, where he graduated Summa Cum Laude with a Bachelor of Science in Finance in 2006.  He immediately started his financial services career with John Hancock as a Registered Representative focused on building an investment and insurance book of business comprised of individuals, families and business owners.  There, Jonathan was recognized as a long-term care subject matter expert and specialized in creating customized long-term care plans for clients and prospects.

Jonathan joined Moors & Cabot in 2008 and currently serves as Director, Insurance & Annuities where he supports the firm’s Financial Professionals with integrating a wide variety of risk mitigation and income solutions into their practices and client’s holistic financial plans.  As the firm’s subject matter expert in annuities and insurance, Jonathan has the ability to convey these complex concepts into understandable solutions.

Jonathan and his wife Carly currently live in San Diego, CA with their two sons Colin (age 5) and Connor (age 2).  As a family, they enjoy going to the beach, playing sports, and listening to music together.  Jonathan also enjoys golf, wine and is an avid Notre Dame college football fan.

Jonathan holds the FINRA Series 6, 7, and 63 securities licenses; as well as the Life, Health & Variable insurance licenses.  In addition, Jonathan has attained the professional designations of Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Certified Annuity Specialist (CAS®), Certification in Long-Term Care (CLTC®), and Chartered Advisor for Senior Living (CASL®).