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Thomas M. Moran


                                         Founder, Chief Executive Officer
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                                         Senior PIM Portfolio Manager                                                                                     Forbes  Best in State Wealth Advisor #1 in Florida for 2019

                                                                                                                                                         Barrons  Top 100 #1 Advisor in SW Florida for the past ten years
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                                                                                                                                             Barron’s  Top 100 Independent Advisor the only advisor ranked in Florida for 2019
                                                                                                                                                               Financial Times  Top 400 Financial Advisor 2016-2019
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                                                     Growth and stability are the cornerstones of

                                                     Tom  Moran’s success within  his  practice. As                                              Tom’s expertise helps clients navigate their journey through the financial markets.
                                                     founder and  CEO of Moran Wealth Management, he                                             He has earned the acknowledgment of some of America’s leading financial publications. During his decades in
                                                     focuses intently on being a good financial steward

                                                     for his clients and  building a team of passionate,                                         business, he’s collaborated with an extensive team of seasoned colleagues who share his passion for performance
                                                     dedicated professionals  to serve them. The group                                           and personal client service. “I am humbled to receive these prestigious accolades; however, I judge success on our

                                                     provides concierge-level  service to high net worth                                         ability to help clients achieve their goals.” says Tom. “It has been and continues to be an honor to serve families
                                                     and ultra-high net worth  individuals and families,                                         in the stewardship of their assets. My goal is to help our clients have confidence so they can focus on pursuits
                                                     along with specialized financial  services for                                              they value most.” If you’re a high-net worth individual, couple, family or organization, discover what the collective

                                                     corporations, executives, fiduciaries, and  non-profit                                      expertise of Moran Wealth Management can do for you. Call for an introductory consultation today.

                                                     organizations.


                                                     Tom  prudently  expands  the team  to  improve  the

                                                     depth and breadth of personalized service offered to
                                                     multiple generations of clients.  In an industry rife with

                                                     change and turnover, he sees inherent flaws in the
                                                     way many practices are structured. Many firms and

                                                     advisors lack continuity plans for unexpected events.                                                   5801 Pelican Bay Boulevard • Suite 110 • Naples, FL 34108
                                                     Those structures are incongruent with clients seeking                                                             239.920.4440 • MoranWM.com

                                                     stability.  Just as Moran was one of the early pioneers
                                                     in offering managed investment portfolios for a fee,
                                                     his approach to building a practice where employee                                            1 Forbes Best in State Wealth Advisor: Ranking algorithm based on industry experience, interviews, compliance records, assets under

                                                     commitment and loyalty are rewarded exemplifies his                                           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.
                                                     entrepreneurial spirit and innovative thought process.                                        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,
                                                     Many senior staff members became equity partners                                              regulatory record, length of service, quality of practice and client retention. To be named a Barron’s Hall of Fame Advisor the advisor has
                                                     when he transitioned into the independent space in                                            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.
                                                     2018.  He has an unwavering commitment to develop a                                           3 Financial Times Top 400 Financial Advisors rankings are based on data provided by investment firms. Factors include assets under

                                                     nurturing environment where partners and employees                                            management, experience, industry certifications and compliance record. Investment performance and financial advisor production are not
                                                                                                                                                   explicit components.
                                                     are fully invested in the longevity of the practice and                                       Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Moran Wealth Management is a

                                                     success of the clients it serves.                                                             separate entity from WFAFN. 1219-02576
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