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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
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                             Financial Times  Top 400 Financial Advisor 2016-2019
 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

     Life in Naples | February 2020                                                                                           3
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