BOSTON, Feb. 21, 2025 /PRNewswire/ — Moors & Cabot Investments is honored to announce that Matthew Johnson – Vice President of Advisory Services – has been elected President of the Estate Planning Council of Naples, Florida.
Founded in 1972, the Council is an interdisciplinary organization of top Naples professionals in estate planning, including Estate and Taxation Attorneys, Certified Public Accountants, Trust Officers, Chartered Life Underwriters, Certified Financial Planners, and Charitable Advisors. Together, the Council is committed to fostering estate planning awareness, delivering exceptional service to our community, and collaborating to solve complex challenges for our clients.
As a member of the EPC for seven years, and part of the leadership team for the last four, Matt has worked to elevate awareness of the Council, as well as its outreach to professional partners. His involvement is part of his dedication to comprehensive financial planning and commitment to continued development to serve his clients most effectively.
Matt and his business partner, Brian Cotroneo, joined Moors & Cabot Investments in 2023, creating The Johnson Cotroneo Group. The Johnson Cotroneo Group of Moors & Cabot works with a variety of clients including special needs families, retirees, military veterans, and small business owners.
“Matt’s commitment to the local community and service of others is emblematic of M&C’s own vision – To be a world-class organization, dedicated and committed to helping people achieve their financial goals. His election as President of the Estate Planning Council of Naples is a testament to that dedication and we are proud to have him as a part of the M&C team,” said Jamie Frazier, Chief Growth Officer of Moors & Cabot, Inc. “It’s stewardship like Matt’s that makes Moors & Cabot special. We applaud his community engagement.”
Please join us in wishing Congratulations to Moors & Cabot’s very own Matt Johnson.
To learn more about Moors & Cabot, visit moorscabot.com.
ABOUT MOORS & CABOT, INC.
Moors & Cabot is an investment firm headquartered in Boston with offices throughout the country.
While Moors & Cabot’s approach to wealth management is a more personal one, they are also a full service firm. Their financial products and services span the full spectrum of investment options—from financial and investment management to insurance and equity trading.
For over 134 years, Moors & Cabot has been a trusted advisor to individuals, families, businesses and institutions in building, managing, protecting and transitioning wealth.
Moors & Cabot, Headquarters: One Federal St., 19th Floor, Boston, MA 02110.
Global legal and regulatory information can be found at https://www.moorscabot.com/privacy-and-disclosures
Member FINRA, NYSE & SIPC
SOURCE Moors & Cabot Investments
