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 Meet the Portfolio Manager seminars this month on Jan. 22, 29 and 30. During the seminars, 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 was recently named to Barron’s 2019 Top 100 Independent Wealth Advisors List. He was the only advisor in the State of Florida to make the list and was ranked #13 in the country.
Details about each seminar are provided below:
• January 22, 2020 – noon to 2:00 p.m. at Fleming’s Steakhouse, located at 8985 Tamiami Trail North in Naples
• Jannuary 29, 2020 – 10:00 a.m. to noon at Naples Daily News Community Room, located at 1100 Immokalee Road in Naples
• January 30, 2020 – noon to 2:00 p.m. at Ruth’s Chris, located at 23151 Village Shops Way Suite 101 in Estero
A trusted financial advisor for over 30 years, Moran has received local, national, and industry recognition in the financial services industry. In addition to most recently being named to Barron’s 2019 Top 100 Independent Wealth Advisors List (the only advisor in the State of Florida), he was named to Forbes2 magazine’s 2018 Best-In-State Wealth Advisors list as the #2 advisor in the State of Florida and was ranked #25 out of 250 advisors across the country on Forbes magazine’s 2018 America’s Top Wealth Advisors list. He was also named a 2018 Five Star Wealth Manager as seen in Gulfshore Life magazine. Barron’s1 also included him in the 2018 Top 100 Wealth Advisors in the United States and Top 1,200 Advisors in the United States, a state-by-state ranking of which Moran was selected as #1 Advisor in Florida. He was also named to 2018 Financial Times’ list of the Top 400 Financial Advisors list; as one of Naples Illustrated 2017 Super Men5; named to the 2016 Top 100 Wirehouse Advisors6 list for the third time by WealthManagement.com; and in 2016 earned the Invest in Others Community Leadership Award. He was named one of the Southwest Florida Community Foundation’s Southwest Florida Faces of Philanthropy and to one of Naples Daily News’ 25 Over 507 Award recipients. Moran’s experience and solid reputation as a knowledgeable professional in his field have made him a reliable source for various media outlets. He has been interviewed and quoted by Forbes, Barron’s, and Gulfshore Business, and has authored articles on a variety of financial and economic topics for local and national industry magazines.