Investments with Moran Wealth Management, a money management practice serving sophisticated investors with personalized and customizable strategies, was ranked in the top 100 in Forbes’ annual Next-Gen Best-In-State Wealth Advisors* list.
The 2019 Top Next Gen Best-In-State Wealth Advisors* list spotlights more than 1,485 advisors from across the country with team assets amounting to more than $1 trillion. Each advisor was nominated by their firm, then vetted and ranked by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced, and assets under management
“It is such an honor to be recognized alongside so many future leaders in the financial services industry,” said Moran. “I love assisting my clients with their investment and retirement planning, so being added to this list is just an added bonus to an incredibly fulfilling career.”
Originally from Naples, Moran has worked for Moran Wealth Management for over five years. She was ranked in the top 100 on Forbes’ annual Next Generation Advisor list in 2018 and was named a Premier Advisor in 2018, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients. She graduated cum laude from Williams College. She is currently studying for her Master’s in Business Administration at Columbia University. Moran has volunteered with the Naples Children’s Education Foundation; the United Arts Council; and the Naples Junior Woman’s Club.
Moran Wealth Management’s comprehensive approach to asset management and investment planning allows the group to address clients’ long-term needs. Moran Wealth uses a personalized combination of investment strategies that are designed to be appropriate for each client’s unique financial situation in an effort to provide the best-in-class service that its clients deserve.
For more information, call (239) 920-4440 or visit MoranWM.com.
*Forbes America's Top Wealth Advisors: 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.