Page 2 - November 2020 Life in Naples Magazine
P. 2

Your new home should include

                                                                                                                                                                      another Naples resource.

                                                                                                                                                               Proudly Serving Naples Investors Since 1990

                                                                                                                                                         You chose Naples as your home base because of our world-class amenities.
                                                                                                                                                         That’s the same reason Tom Moran put down roots and began serving clients here
                                                                                                                                                         over 30 years ago. As SW Florida has boomed, so has Moran Wealth Management,
                                                                                                                                                         with over $3 billion dollars in assets under management as of 9/30/2020. Tom
                                                                                                                                                         is ranked as the #1 Financial Advisor in South Florida by Forbes , #1 Financial
                                                                                                                                                         Advisor in the State of Florida by Barron’s , and for the past ten years Barron’s
                                                                                                                                                         has also ranked him as one of the top 100 Advisors in the Nation. He has built an
                                                                                                                                                         extensive staff of dedicated professionals ready to serve a discerning clientele who
                                                                                                                                                                               expect immediate, thoughtful attention.

                                                                                                                                                         Now that you call Naples home, come meet the local resource your neighbors
                                                                                                                                                             turn to naturally for noted financial insight. Call 239.920.4440, today.

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

                                                                                                                                      1 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.
                                                                                                                                      2 Barron’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.
                                                                                                                                      Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN).  Moran Wealth Management is a separate entity from WFAFN. 0320-04356
   1   2   3   4   5   6   7