Loading Events

« All Events

  • This event has passed.

Moran Wealth Management Meet the Portfolio Manager Seminar

February 5, 2020 @ 12:00 pm - 2:00 pm

Free

Tom Moran, the Founder, Chief Executive Officer and Senior PIM Portfolio Manager of Moran Wealth Management – an investment management practice serving sophisticated investors with personalized and customizable strategies – will host a Meet the Portfolio Manager seminar on Wednesday, February 5 from noon to 2:00 p.m. at Ridgway Bar & Grill, located at 1300 3rd St. S #101 in Naples. During the seminar, Moran will discuss his outlook for the economy and the market.  Seating is limited for these complimentary seminars.  For reservations, please call 239.513.2511.

Moran Wealth Management is a money management practice serving sophisticated investors with personalized and customizable strategies. With 29 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 12/31/19 and has served the Naples community for over 30 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.

Details

Date:
February 5, 2020
Time:
12:00 pm - 2:00 pm
Cost:
Free
Website:
www.moranWM.com

Organizer

Moran Wealth Management
Phone:
(239) 920-4440
Email:
laurel@imacreative.com
Website:
http://www.MoranWM.com

Venue

Ridgway Bar & Grill
1300 3rd St S
Naples,United States
+ Google Map