Moran Wealth Management, LLC is a Registered Investment Advisor (RIA) whose team is deeply connected to the Naples community. Chairman, CEO, and CIO Thomas Moran has called Naples home for over 35 years and now leads an impressive team of over 40 professionals from his firm’s Naples headquarters. Entrusted with over $5 billion in client assets, Moran Wealth is unique for its dual focus on asset management and wealth advisory, ensuring a holistic and transparent approach to building and managing wealth.
Moran Wealth is characterized by its commitment to its clients—from individuals and families charting the course for generational wealth to corporations, nonprofits, and family offices strategizing growth and asset protection. Their fee-only, 100 percent employee-owned fiduciary model underlines their unwavering dedication to client interest.
Tom Moran’s vision for the future is reflected in his appointment of Don Drury as president, while his children, Kylen and Patrick Moran, also play key roles in the firm’s leadership. Together, they uphold Moran Wealth’s long-standing commitment to putting clients first, continually adapting to new opportunities while staying true to the core values that have earned the firm’s reputation in Naples. Tom, Kylen, Patrick, and Don together represent the next generation of Moran Wealth, ensuring its continued success and lasting impact both locally and beyond.
You are invited to contact Moran Wealth Management® to learn more about the team’s approach. Allow its dedicated team to review your portfolio and demonstrate how a tailored client-centric approach can transform your financial journey. Immerse yourself in a world where legacy, innovation, and personalized service converge, elevating your wealth and financial aspirations. Moran Wealth Management®
5801 Pelican Bay Blvd., Suite 110
Naples, FL 34108
239-920-4440
moranwm.com
Facebook Comments