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. 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 2010-2021 he was named to Barron’s Top 100 Financial Advisors ranking. Moran Wealth Management®, LLC is a registered investment adviser. For additional information about Moran Wealth Management®, LLC, including its services and fees, request the firm’s disclosure brochure using the contact information above or visit advisorinfo.sec.gov Moran Wealth Management® is a separate entity and not affiliated with any other entity or practice that uses the same name. You chose Naples as your home base because of our world-class amenities. That’s the same reason Tom Moran, Chairman, CEO and CIO, put down roots and began serving clients here over 30 years ago. As SW Florida has boomed, so has Moran Wealth Management®, with over 35 team members ready to support you. Now that you call Naples home, come meet the local resource your neighbors turn to naturally for noted financial insight. Call 239.920.4440 or visit MoranWM.com today. Your new home should include another Naples resource.
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