We provide financial professionals who desire freedom and respect an environment built on trust to operate and grow, while maintaining an entrepreneurial and family firm culture.
The Moors & Cabot Financial Professional
I can tell you my only regret was not coming to Moors & Cabot much earlier in my career.
- Scott Bundy, SVP Investements
At Moors & Cabot, the road to greater success as a financial professional is like none you've been on before.
Here, you can be as entrepreneurial as you want, yet still be part of an experienced team of financial professionals with serious ambitions.
What's more, you'll be connected to the support and resources of a venerable Boston-based financial services firm - all while earning substantially higher commissions.
You’ll also have the support of an operations team and organization focused on helping our financial professionals help their customers.
Of course, this self-actuated business model is not right for everyone.
If our description of a Moors & Cabot financial advisor fits you, let’s talk.
The Right Fit for You
At Moors & Cabot, your success is inextricably linked to our success. If you’d prefer more control over managing each client’s business, significantly greater earning potential, and the opportunity to work with a team of people you actually like—perhaps it’s time you went the other way.
You're a proven professional
One thing you won’t find at Moors & Cabot is a learning curve. To work here, you must have proven experience in serving your client base, plus an existing book of business. Since our founding in 1890, we’ve subscribed to one inviolate fact: "Nothing succeeds like success."
What Makes Moors & Cabot Different?
The moment you become a Moors & Cabot financial professional, our department heads are here and ready to step up to make sure that you have all the tools you need. From the smooth onboarding of your business to marketing, technology, and operational support in an environment dedicated to continuous improvement, you will not miss a beat. Hear from those departments about what they can do for you.
Hear from those who’ve made the transition:
It is a journey
Before any major transition, it is prudent to seek advice and counsel from those who have gone before. With an average tenure of 10 years, Moors & Cabot strives to create an enduring relationship with our financial professionals.
Our financial professionals have joined us from many backgrounds. Some from large organizations, others as independents. In some cases, they have brought their children into the firm, building a partnership and a legacy that spans generations. Please read accounts from some of our financial professionals, both long-tenured and recent additions to our family.
Take your first step in a masterful move...
We understand the decision to consider transitioning your business is not one that is taken lightly. In the same way you holistically evaluate wealth management strategies for clients, so too should you consider a transition of your business.
To help guide you on this journey, we have created the "Masterful Move" process. This guided series of documents and tools support you from initial evaluation of a potential new firm, through critical decision making, and then to transition preparation.
“I joined Moors & Cabot in order to be part of a wealth management firm that is more aligned with my goals and the goals of my clients. I pride myself on a personalized approach to portfolio management and understanding how best to help my clients meet their short and long-term financial objectives. It has always been important to me to understand my clients’ tolerance for risk and have a firm behind me that will not compromise the integrity of my business practices or reputation.
None of the other firms that I have worked for have provided me access to senior management in order to support my goals and initiatives."
Senior Vice President, Investments