Moors & Cabot

01/14/2022

12/30/2021

12/15/2021

moorscabot.com/thrive

Join us every month as we discuss ways to improve efficiency in your practice and create more unique client experiences. As we enter the home stretch of 2021, I want to thank you for following Cabot Chats this year. Your support means a lot to us, and I hope we’ve been able to add some value to your relationships with your clients. I also wanted to share a couple of last tips for the year regarding the idea of new year’s resolutions. Visit me, Jamie Frazier, on LinkedIn or contact me at [email protected] to learn more about how Moors & Cabot can help you bring value to your clients.

12/02/2021

11/22/2021

moorscabot.com/thrive

Join us every month as we discuss ways to improve efficiency in your practice and create more unique client experiences. Heading into the Thanksgiving holiday, it’s time to acknowledge and thank those who have inspired us, taught us, and helped us grow in our careers: our mentors. A mentoring relationship is a special one, and whether you’re the one being guided or the one doing the guiding, it can have a lasting impact. Visit me, Jamie Frazier, on LinkedIn or contact me at [email protected] to learn more about how Moors & Cabot can help you bring value to your clients.

11/17/2021

Moors & Cabot Welcomes KBI Advisory Group!

moorscabot.com/locations/Keokuk

Please join us in welcoming the KBI Advisory Group to the Moors & Cabot family! Advisors Dan Krueger and Rob Kelly, supported by Diana Krueger (who is also a licensed advisor), serve over 400 families and institutions across the U.S., with a strong presence across the Midwest.

Based in Keokuk, IA and established in 1986 by Henry F. Krueger and his brother, Roy (Bob) L. Krueger, Jr., KBI has continued to thrive under the leadership of Henry’s son, Daniel (Dan) R. Krueger, who joined the firm in 1993, further establishing and extending a family legacy. Dan’s brother-in-law, Robert (Rob) E. Kelly, III, joined in 2008 and became partner when Henry retired in 2015. Diana Krueger, who is Dan’s wife and Rob’s sister, later joined the firm in 2017. KBI is on the second generation of the family-owned business, and 2021 is their 35th anniversary. “We are excited to be joining the Moors & Cabot family to better expand our ability to serve the financial needs of our current and future clients”, said Rob Kelly, Vice President, Investments.

This addition of KBI continues Moors & Cabot’s strong growth in 2021, a trend that is expected to continue in 2022.

“Like many, our firm is focused on growth, but the growth itself is focused. We realize we have a unique combination of tools and personal support. By getting to understand the whole advisor and practice, we can identify those advisors and clients who will most benefit from this unique platform,” said Jamie Frazier, Chief Growth Officer. “In getting to know the KBI Group, it became apparent that their focus on client outcomes, attained through holistic financial planning, was a perfect fit for our culture. I could not be more proud to have such an outstanding team join the Moors & Cabot family."

10/05/2021

With 2020 being such an unusual year, we’ve spent much of 2021 adapting to this new world we find ourselves in and preparing for what’s to come. As we enter the home stretch of 2021, we’re pleased to share with you Moors & Cabot’s Year End Planning Guide to help you prepare for 2022.

09/14/2021

We are thrilled to welcome Patrick Miller, the newest Client Associate in our Alexandria, VA Branch! Patrick comes to us most recently from a registered investment advisory group out of Vienna, VA, although his resume goes far beyond financial services. In addition to the firm, Patrick will also be working on multiple industry designations and registrations during his early years here at Moors & Cabot. Welcome, Patrick!

09/08/2021

We are excited to welcome Troy Creed as the new Compliance Assistant for Moors & Cabot in our Boston office! Troy previously attended Quincy College until his studies were interrupted by the COVID-19 pandemic, but he plans on furthering his education within Moors & Cabot. Welcome, Troy!

09/03/2021

09/01/2021

We are thrilled to welcome back Tom Jewsbury! Tom rejoins the Moors & Cabot team as Senior Vice President, Investments in our Alexandria, VA office. Prior to his return to Moors & Cabot, Tom was an Associate Director at Oppenheimer and Co., Inc., and before beginning his career in financial services, he served on the staff of U.S. Senator Jim Inhofe and the U.S. Senate Sergeant at Arms. Welcome, Tom!

08/25/2021

moorscabot.com/thrive

Join us every month as we discuss ways to improve efficiency in your practice and create more unique client experiences. In this edition, we discuss the importance of financial planning and when to start working on it with clients. Contact me at [email protected] to learn more.