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From Maine to Minneapolis, Boulder to Beverly Hills, high-net-worth individuals and institutions choose


            Tom Moran to manage their portfolios.  Isn’t it great to know he’s right in your backyard?
 Thomas M. Moran
 Founder, Chief Executive Officer  Forbes  Best in State Wealth Advisor #1 in Florida for 2019
                    1
 Senior PIM Portfolio Manager
            Barron’s   Top 100/1,200  #1 Advisor in SW Florida for the past ten years
                       2

            Barron’s   Top 100 Independent Advisors  the only Advisor ranked in Florida
                       2
            Financial Times   Top 400 Financial Advisors 2016-2019
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 Put Tom’s          award-winning expertise to work for you.






























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



 RESPONSIBLE FOR OVER   1 Forbes  Best in State Wealth Advisor:  Ranking algorithm based on industry experience, interviews, compliance records, assets under


 3 BILLION DOLLARS  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 CLIENT ASSETS AS OF 9/30/2019  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   3 Financial Times Top 400 Financial Advisors rankings are based on data provided by investment firms. Factors include assets under
 Fargo Advisors Financial Network, LLC (WFAFN).  Moran Wealth   management, experience, industry certifications and compliance record. Investment performance and financial advisor production are not explicit
 Management is a separate entity from WFAFN. 0619-04306  components.

     Life in Naples | January 2020                                                                                            3
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