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Moran Wealth Management Domicile Seminar – New York
November 15, 2019 @ 2:00 pm - 4:00 pmFree
Moran Wealth Management (www.MoranWM.com), an investment management practice serving sophisticated investors with personalized and customizable strategies, will host a Domicile Seminar focusing on the State of New York on Friday, November 15 from 2:00 p.m. to 4:00 p.m. at the Moran Wealth Management office, located at 5801 Pelican Bay Boulevard, Suite 110 in Naples.
David Ruben, Shareholder with Roetzel & Andress, a full-service law firm with offices located throughout Ohio, Florida, and Chicago that provides comprehensive legal services to national and international corporations, closely held and family-run businesses, institutions, organizations, and individuals. Ruben advises individuals and families on sophisticated estate planning and wealth preservation strategies. He is a frequent writer and speaker on a variety of estate and tax planning topics.
About Moran Wealth Management
Moran Wealth Management is a money management practice serving sophisticated investors with personalized and customizable strategies. With 26 staff members, the Moran Wealth team is dedicated to finding the best investment strategies to fit the unique needs of its clients. The group is responsible for over $3 billion in client assets as of 9/30/19 and has served the Naples community for over 35 years. Moran Wealth Management is located at 5801 Pelican Bay Boulevard, Suite 110 in Naples. For more information, call (239) 920-4440 or visit www.moranWM.com.