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Investment management with

clients in mind; providing the

attention you deserve.

You already have our attention; our business is built on listening attentively to the unique needs of each client

and responding with thoughtful strategies. At Moran Wealth Management, precise attention is also paid to
everything from the financial markets to the smallest details of your account. Please call 239.920.4440 or send

a request through our website MoranWM.com to schedule your private consultation.

Discover how great it feels to have advisors who attend to you the way you deserve.

TOM MORAN AIF ®

Founder, CEO
Senior PIM Portfolio Manager

5801 Pelican Bay Boulevard
Suite 110
Naples, FL 34108
239.920.4440 | MoranWM.com

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 which is 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 Forbes 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. In Tom Moran’s case he was ranked the #1 Advisor in South Florida.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Moran Wealth Management is a separate entity from WFAFN. 0221-03604