Moran Wealth Management® is a Registered Investment Advisor (RIA) rooted in a more than 30-year legacy to the Naples area. Chairman, CEO, and CIO Thomas Moran leads an impressive team of over 40 professionals, demonstrating an unwavering dedication to white-glove client service and innovative financial solutions. Entrusted with over $4 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.
Succession at Moran Wealth Management® is a blend of legacy and vision. Tom Moran’s foresight is evident in the inclusion of Don Drury as president—a testament to the importance of diverse leadership perspectives in shaping the firm’s future. The narrative of continuity is further enriched by the active involvement of Tom’s children, Kylen and Patrick Moran. They bridge the revered legacy of the past with the promising innovation of the future, ensuring that the firm’s clientcentric ethos is not just maintained but evolves, adapts, and thrives. Together, Tom, Kylen, Patrick, and Don represent the future of Moran Wealth, ensuring its enduring legacy and unwavering commitment to client success.
You’re invited to contact Moran Wealth Management® to experience a partnership beyond traditional wealth management. Allow its dedicated team to review your portfolio and demonstrate how a tailored, clientcentric approach can transform your financial journey. Immerse yourself in a world where legacy, innovation, and personalized service converge, elevating your wealth and financial aspirations.
5801 PELICAN BAY BLVD., SUITE 110, NAPLES, FL
239-920-4440 | MORANWM.COM
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