Moran Wealth Management® is often featured in the news for philanthropic work throughout the Southwest Florida community, industry accolades and awards, and internal hires and promotions. Check back often to keep up with our company happenings.

IN THE NEWS

Market Unpredictability & Volatility

Coronavirus Market Commentary

Moran Named to Forbes’ 2022 Top Women Wealth Advisors

Coronavirus Market Commentary

Moran Ranked as a Barron’s Top 1200 Advisor

Coronavirus Market Commentary

Child’s Path: An Evening in Monte Carlo

Coronavirus Market Commentary

MWM attend Special Olympics Kick Off

Coronavirus Market Commentary

Moran Named to Forbes Top 250 Advisor list 2021

Coronavirus Market Commentary

MWM a Barron’s 2021 Top 100 Private Wealth Management Team

Coronavirus Market Commentary

Tom Moran a Barron’s 2021 Top 100 Independent Advisor

Coronavirus Market Commentary

Moran a Barron’s Top 1,200 Advisor
for 2021

Coronavirus Market Commentary

Naples 100 chooses Tom Moran on
2021 list

Coronavirus Market Commentary

Moran Named on Forbes 2021 Best-in-State Wealth Advisors List

Coronavirus Market Commentary

Tom Moran Supports Gentle’men Against Domestic Violence

Coronavirus Market Commentary

Gulfshore Business Women in Finance

Coronavirus Market Commentary

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

Coronavirus Market Commentary

Kylen Moran Gulfshore Business
40 under 40

Coronavirus Market Commentary

Tom Moran Ranked as a
Forbes Top 250 Wealth Advisor

Coronavirus Market Commentary
Moran Wealth Management®
and Barron’s in Education
Coronavirus Market Commentary

Tom Moran is Barron’s 2020
#1 Top 100 Advisor in Florida
1

Coronavirus Market Commentary

Moran Named Florida’s
#1 Barron’s 2020 Top 1,200
1

Moran Forbes 2020 Best in State

Moran Forbes 2020 Best-In-State Ranked #1 in South Florida

Moran Forbes 2020 Best in State

Coronavirus Market
Commentary

Coronavirus Market Commentary

Honoring a
Selfless Couple

Honoring a selfless couple

Tom Moran Chosen as
One of Naples 100

Tom Moran chosen as on of Naples 100

Morans pledge $1.5M for new Gulfshore Playhouse Theatre

Morans pledge 1.5 million for new gulfshore playhouse theatre

Kylen Moran ranked as a Forbes Next Gen Best in State Wealth Advisors 20195

Kylen Moran ranked as Forbes Next Gen Best in State

Tom Moran Ranked #13 on Barron’s Top 100 Independent Advisors List1

Tom Moran Ranked #13 on Barrons Top 100

Tom Moran
Top CEO

Tom Moran Top CEO

Morans Make Significant
Gift to Gulfshore Playhouse

Morans Make Gift to Gulfshore Playhouse

Tom Moran Barron’s 2019 Top
100 Financial Advisor1

Tom Moran is Barrons 2019 top 1-- Financial Advisor

Moran Financial Times
2019 Top 400 Advisor3

Moran Financial Times 2019 Top 400
Tom Moran #1
Barron’s Advisor in Florida1
Tom Moran Number 1 Barrons Advisor in Florida
Tom Moran
2017 Superman
Tom Moran 2017 Superman

The 2020 Gulfshore Business 40 under 40 are chosen based on their professional accomplishments, volunteer work and other plaudits.

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 2010-2020 he was named to Barron’s Top 100 Financial Advisors ranking.

2 The Forbes Best in State and Top 250 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.

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.

7The Barron’s Top 50/100 Private Wealth Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the rankings include their size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases.

The 2020 – 2021 Naples Illustrated Top 100 is based upon recipient’s impact and involvement in the community and business.