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Moran Wealth Management is comprised of 24 professional staff members covering a wide range of disciplines, including investments and retirement planning, as well as meeting 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.
Once clients have entered into an investment advisory program agreement, the Portfolio Manager acts within the capacity
of a fiduciary. These fiduciary duties are outlined in the SEC Investment Advisers Act of 1940. Please carefully review
the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for
this program is $50,000.
Over the past 12 months the average new account relationship is valued over $2 million.
Take a few minutes to get to know Moran Wealth Management and our Senior PIM Portfolio Manager, Thomas Moran, and learn about the importance of developing lasting relationships with our clients. At Moran Wealth, we take our fiduciary duty seriously, always striving to act in the best interest of clients. We hold ourselves to very high standards, and trust is an asset clients have come to expect from us over the years. The team at Moran Wealth is like a family, our loyalty to one another and to our clients unwavering. We’re proud to have a diverse team of multidisciplinary professionals and the ability to serve multi-generational clients.
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.
PRACTICE & PHILOSOPHY
PRACTICE & PHILOSOPHY
Moran Wealth Management was founded in March of 1990 by Thomas M. Moran, Founder and Chief Executive Officer and Earl Sistrunk, CFA, Director of Trading. From the beginning, the group has focused on quantitative analysis and fundamental research in building diversified equity portfolios for their clients. Moran Wealth now consists of 24 individuals with a combined experience of over 100 years in the securities industry. The group has one Portfolio Manager and is headed by Senior PIM Portfolio Manager, Thomas Moran. Earl Sistrunk and Christina Shaw are also responsible for several of the group’s portfolio strategies.
Doing the right thing is the center of our investment philosophy, we believe in long-term relationships and strive to earn your continued trust. We take a disciplined and personal approach to managing your money, and our clients enjoy the individual attention that is the hallmark of Moran Wealth. As part of our client services, we provide comprehensive investment and retirement-plan analysis, equity research-screening, and portfolio-management services. Learn more about our practice’s beginnings and how we’ve grown to be responsible for over $3 billion in assets as of June 30, 2019 for families and institutions in 50 states.
WANT TO LEARN MORE?
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.
ON THE RECORD
More than 40% of homeowners 65 and older had mortgage debt on their primary residences in 2016, up from 22% in 1995, according to the Joint Center for Housing Studies in Harvard University.
Source: Wall Street Journal
The Social Security Administration announced (October 11, 2018) that 63 million beneficiaries, including retirees, disabled workers and their eligible dependents and surviving family members, will receive a 2.8% increase in benefits next year, the largest annual cost-of-living adjustment since 2012.
Source: Social Security Administration
Check back each week for the latest insights into the financial industry. We’ll cover a variety of topics and current events that really matter to our clients, such as: stock market and investment news, wealth management, investment planning and budgeting resources, labor statistics, economic surveys, retirement planning, and much more.
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.