Page 3 - Life In Naples March 2022 Flipbook
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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 $4.5 billion dollars in assets under management as of 11/5/2021. Tom
                       is ranked as the #1 Financial Advisor in South Florida by Forbes , #1 Financial
                                                                                              1
                       Advisor in the State of Florida by Barron’s , and for the past ten years Barron’s
                                                                       2
                       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 fi nancial insight. Call 239.920.4440, today.













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




         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 fi rms 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 fi rm, 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. 0921-02541
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