John and Cathy

are concerned with the large fluctuations they are seeing in their portfolio. They can’t afford to lose too much and don’t want to/can’t go back to work.  They are wondering if they are invested properly.

Not an actual client but an indication of the type of services we provide.

Jim & Susan

are retired & enjoying their Naples lifestyle; however, Susan is concerned that if something happens to Jim she will not be comfortable taking the reins in terms of managing their assets. She would prefer to focus her time and attention on other things.

Not an actual client but an indication
of the type of services we provide.

Claudia

is a recent divorcee, after 30 years of marriage, and now finds herself in a position of trying to get her arms around her financial world.

Not an actual client but an indication of the type of services we provide.

Paul and Amy

feel like they are being sold something when they speak with their current advisor. They want to get a second opinion to see if what they are doing is the right thing for them.

Not an actual client but an indication of the type of services we provide.

Elizabeth

is a successful corporate executive and is looking forward to transitioning into retirement; however, she is unsure if her asset base will be sufficient to provide a long and well lived retirement.

Not an actual client but an indication of the type of services we provide.

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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 Commentary

October 8, 2020

We find ourselves now less than 90 days away until 2020 is finally over. These last seven months sure have presented our country, and the world, with a challenging journey. While we of course wished we could have avoided the pandemic and its many twists and turns, we also think investors have learned now more than ever how important it is to continue to focus on the road ahead, rather than the rearview mirror. As we enter the final quarter of 2020 amid an increasingly tentative economic recovery, there are a few tailwinds and headwinds that we have tracked and will continue to track in order to give us some insight into where the market may stand in 2021.
Tailwinds

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Investment & Market Commentary by email

Now Scheduling PRIVATE Video and Teleconferences.

Call (239) 920.4440 or fill out our Consultation Request Form

OUR TEAM

Moran Wealth Management is comprised of 29 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.

Moran staff members

Moran Wealth Management is currently searching for new team members. We have a number of diverse and exciting opportunities open now and welcome you to check to see if your vision aligns with ours.

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.

PORTFOLIOS

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.

RESOURCE CENTER

Market & Economic
Overview

FINANCIAL
KNOWLEDGE BASE

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 29 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, 2020 for families and institutions in 50 states.

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.

Comprehensive Service Combination and Team Depth
Tom Moran Super Man - him and his dog
Gulfshore Playhouse Meets $20 Million Baker Match Challenge For New Theatre And Education Center