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Office Operations Notice - March 24, 2020

At Moran Wealth Management, we believe we all play a role in controlling the impact of the COVID-19 virus and keeping people healthy. The health and safety of our employees and clients remains our top priority. In line with public health recommendations, we are temporarily suspending in-person client meetings and closing the office to the public. We provide flexible work arrangements and remote access capabilities for our employees, which ensure premier client support at all times. Now more than ever we are empowering members of the group to work remotely as needed, while maintaining the white-glove experience our clients deserve. We expect little disruption to our client services. We are all eager for information and useful advice during this unusual and volatile time. While recent events are unlike any that have come before, our advisors have experience navigating worrisome markets during times of investor uncertainty. We will continue to add relevant insights and resources to our online library.

Stay healthy, keep calm, and do what you can to support your community.

Tom Moran
Founder, Chief Executive Officer
Senior PIM Portfolio Manager

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Moran Wealth Management is a separate entity from WFAFN. 0320-03857

Market & Economic Commentary

New Year, New Approach to Value Investing

January 25, 2021

One of the staples of life experiences is when you buy your very first car. I sure remember mine. Before we even arrived, my parents and I had spent weeks comparing different lots and cars. This was my first car, I wanted it to last, work well, and of course, look cool. But my parents made sure I asked all the right questions: What is the mileage? Does it come under warranty? Is there any damage or has it been in any accidents? And so on. Then we compared prices. What was the market value on average? Was the price a premium or discount and if so why? I narrowed my choices down to a sedan and sports car. Reluctantly, I decided to move forward with the sedan, despite the fact I would have much rather driven up to my high school in the sports car. But I knew that the sedan would result in less costly insurance/gas expenditures in the long-run and the ability to drive my siblings and friends around more easily. I did not know it at the time, but I was already acting on principles of value investing before I knew what a P/E ratio stood for.

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OUR
TEAM

Moran Wealth Management is comprised of 33 professional staff members covering a wide range of disciplines, including investments and retirement planning, as well as working to meet the unique needs of high-net-worth individuals. We also work with family offices collaborating with our clients’ legal, accounting, trusts, and other specialty advisors to seamlessly integrate their investment portfolio. Teamwork is intrinsic to the Moran Wealth approach in pursuing your financial objectives, from our very first meeting you will benefit from a team that applies many years of collective financial experience to the serious business of managing your investments.

OUR SERVICES

We apply our tradition of unbiased and disciplined investing strategies to deliver personalized client service with a legacy of integrity driven by trust, loyalty, and fiduciary responsibility.

Investment
Management

Investment
Planning

Portfolio Development & Management

Strategies for Philanthropic Giving

STRATEGIES

A portfolio manager who knows you and your goals is an invaluable asset, and we understand that choosing someone to manage your money is an important decision. Our approach to designing each portfolio is specific to the client. We diversify risk with multiple strategies, rejecting a one-size-fits-all approach and working with you to establish an appropriate asset allocation that is designed to meet your unique investment goals.

RESOURCES

The Moran Center for Financial Education acts as a resource for market commentary, financial knowledge, recent blog posts and more. Or explore our Seminar Calendar and join us at a future event.

Seminar Calendar

Financial
Knowledge Base

WANT TO LEARN MORE?

Schedule your complimentary consultation with a Moran Wealth Management advisor, where we will discuss your current finances and future goals and provide you with a customized proposal for meeting your investment needs.

Discover our full suite of financial services, including investment planning, retirement-plan analysis, investment research and screening, and portfolio-management services.

NEWS

Follow Moran Wealth Management in the news to learn about the group’s latest awards and accolades, promotions and new hires, and the team’s philanthropic work throughout the Naples community.

Moran only
Barron’s Top 100
Independent Advisor in FL 20201

Comprehensive Service Combination and Team Depth

Kylen Moran
Gulfshore Business
40 under 40

Tom Moran Super Man - him and his dog

Tom Moran Ranked
as a Forbes Top 250
Wealth Advisor

Gulfshore Playhouse Meets $20 Million Baker Match Challenge For New Theatre And Education Center

1Barron’s Top 1,000/1,200 Advisors, Top 100 Financial Advisors, and Top 100 Independent Advisors rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, length of service, quality of practice and client retention. To be named a Barron’s Hall of Fame Advisor the advisor has to have been named by Barron’s for the last ten years consecutively in any of their rankings. In Tom Moran’s case from 2010-2019 he was named to Barron’s Top 100 Financial Advisors ranking.

2Forbes: Best in State Wealth Advisor: Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

3Financial Times Top 400 Financial Advisors rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications and compliance record. Investment performance and financial advisor production are not explicit components.

4The Wells Fargo Advisors Spirit Award was established to recognize a select group of Premier Advisors for their lifetime achievements – both personal and professional – and for epitomizing and reflecting Wells Fargo Advisors’ values.  The Premier Advisor designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism.

5The Forbes 2019 Top Next Gen Best-In-State Wealth Advisors list spotlights more than 1,485 advisors from across the country with team assets amounting to more than $1 trillion. Each advisor was nominated by their firm, then vetted and ranked by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced, and assets under management.

6The Forbes America’s Top Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.