THOMAS M.

MORAN AIF®

MORAN

Founder, Chief Executive Officer
Senior PIM Portfolio Manager

With more than 30 years’ experience in the financial services industry, Tom Moran is the Founder and CEO of Moran Wealth Management, responsible for a team of more than 37, and total client assets over $4 billion as of September 30, 2021. Tom is highly reputed throughout the state and country for his experience and professional conduct, garnering extensive accolades.

With more than 35 years’ experience in the financial services industry, Tom is ranked as the #1 Financial Advisor in Southwest Florida by Barron’s for the past ten years and the #1 Advisor in the state in 2019 by Forbes2.

Doing the right thing is at the center of our holistic approach to Investment advice. We hold ourselves to the highest standards, our loyalty to our clients is unwavering. We are proud to have a diverse staff of multidisciplinary professionals with the necessary expertise to serve multi-generational clients.

Barron’s has ranked Tom as the #1 Financial Advisor in Florida for over ten years from 2009 – 2020, as well as one of the Top 100 Advisors nationally, and a Top 100 Independent Advisor in 2020 and 2021, earning him placement in the Barron’s1  Hall of Fame. Additionally, Barron’s recognized Moran Wealth Management as a Top 100 Team in 2021.
 
Forbes2 ranked Tom on the 2020 and 2021 Best-In-State lists for South Florida, complementing his inclusion on the 2016-2019 Top Wealth Advisor List. In 2020, Forbes recognized Tom as a Top 250 Wealth Advisor. He was also listed by Financial Times among the Top 400 Advisors in 2013, 2014, 2016, 2017, 2018 and 2019, which identifies the top financial advisors at broker-dealers across the United States.
 
In 2015, Tom was honored with the Wells Fargo Advisors4 Spirit Award and as the Wells Fargo Volunteer of the Year. As a Senior PIM Portfolio Manager as well as member of the firm’s Advisory Council for fee-based money management services, Tom is well-known and respected throughout Wells Fargo Advisors. He is often invited to lecture before financial professionals and individual organizations across the United States on the economy and financial markets. Leading industry publications, including Barron’s and Gulfshore Business, feature Tom’s insights, and articles he has authored on a variety of financial and economic topics.
 
In both his professional and personal endeavors, Tom displays equal dedication and engagement. Tom and Sandi, his wife of 34 years, are especially devoted to children’s charities and the arts, among other areas of personal interest. He serves on the Naples Board of Advisors for the James Madison Institute and is Chairman Emeritus of the Board for Opera Naples. The Education Foundation of Collier County recognized Tom as one of their 2010 Men of Distinction for his exemplary commitment to the community. In 2015, Naples Daily News included Tom as one of their first 25 over 50 honorees for his distinguished philanthropic efforts and achievements. In 2016, Tom was honored with the Invest in Others Community Leadership Award, which recognizes the charitable work of financial advisors.
 
Tom and Sandi are Lifetime Trustees of the Naples Children & Education Foundation (NCEF), and twice, in 2015 and 2016, served as co-chairs of NCEF’s Naples Winter Wine Festival. Each of those years the event earned the distinction of being the #1 charitable wine festival in the United States. The couple has proudly underwritten events for many charitable and arts-oriented organizations.
 
In recognition of their remarkable work and impact within Naples, Tom and Sandi received the 2010 Philanthropist of the Year’s Lifetime Achievement award and in 2012 were honored among Gulfshore Life’s Men and Women of the Year. Tom was one of Naples Illustrated’s Men of the Year in 2017. In 2015, the United Arts Council recognized Tom and Sandi as Stars In The Arts for their dedication to arts education for local children.
 
Their daughter is a Williams College Honors graduate and received her MBA from Columbia University. Their eldest son is a Cornell University graduate and is pursuing his PhD in Entomology at Carleton University in Ottawa, Canada. Their youngest son is a 2018 graduate of Harvard University. Tom graduated Phi Beta Kappa from the University of Colorado.

Tom was included in the Forbes magazine 2016, 2017 and 2018 Top Wealth Advisor List and #1 in the Florida in 20192 and also the Financial Times Top 400 Advisors list3 in 2013, 2014, 2016, 2017, 2018 and 2019, which recognizes the top financial advisors at broker-dealers across the United States.

Other industry accolades include the Top 100 Wirehouse Advisor as ranked by WealthManagement.com4. In 2015, Tom was honored with the Wells Fargo Advisors Spirit Award as well as the Wells Fargo Volunteer of the Year. Portfolios managed by Tom have been nationally recognized for their performance, including the Millennium Portfolio, which was ranked #1 by Lipper Marketplace 5 in two asset classes utilized for the 12 quarters ending December 31, 2016.

As a Senior PIM Portfolio Manager as well as a member of the firm’s Advisory Council for fee-based money management services, Tom is well-known and respected throughout Wells Fargo Advisors and often lectures before financial professionals and individual organizations throughout the nation on the economy and financial markets. Tom is often invited to share his insights with numerous leading industry publications, including Barron’s and Gulfshore Business Magazine. He has authored articles on a variety of financial and economic topics for local and national industry magazines.

Tom is deeply engaged in the Naples community and is a passionate supporter of numerous organizations.

He serves on the Executive Advisory Board of the United Arts Council and the Golisano Children’s Museum of Naples, the Naples Board of Advisors for the James Madison Institute, and is Chairman Emeritus of the Board for Opera Naples. Because of his exemplary commitment to the community, The Education Foundation of Collier County recognized Tom as one of their 2010 Men of Distinction. In 2015 Naples Daily News included Tom as one of their first 25 over 50 honorees in recognition of his philanthropic efforts and achievements. In 2016, Tom was honored with the Invest in Others Community Leadership Award, which recognizes the charitable work of financial advisors.

Additionally, Tom and his wife of 32 years, Sandi, are Trustees for the Naples Children & Education Foundation (NCEF), which organizes the Naples Winter Wine Festival. The Moran’s were cochairs of the 2015 and 2016 Festivals; both years the Festival has earned the distinction of being the #1 charitable wine festival in the United States. The couple has proudly underwritten events for a lengthy list of charitable and arts-oriented organizations.

In recognition of their remarkable work and impact within the Naples community, Tom and Sandi received the 2010 Philanthropist of the Year’s Lifetime Achievement award and in 2012 were honored by Gulfshore Life magazine as Men and Women of the Year and Tom was one of Naples Illustrated’s Supermen in 2017. In 2015, the United Arts Council recognized Tom and Sandi as Stars in the Arts for their dedication to education in the arts for local children.

Their daughter is a Williams College Honors graduate and is currently pursuing her MBA at Columbia University. Their eldest son is a Cornell University graduate and is now pursuing his PhD in Entomology at Carleton University in Ottawa, Canada. Their youngest son is a 2018 graduate of Harvard University. Tom graduated Phi Beta Kappa from the University of Colorado.

Criteria was based on thousands of filtered nominations from investment, insurance, banking and other related firms, which were narrowed down by quantitative and qualitative criteria as well as by examining regulatory records and talking with peers, supervisors, clients and the advisors themselves. Portfolio performance is not a criterion because most advisors do not have audited track records.

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.

Rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications and compliance record. Investment performance and financial advisor production are not explicit components.

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1Barron’s Top 1,000/1,200 Advisors, Top 100 Financial Advisors, and Top 100 Independent Advisors rankings are based on assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. To be named a Barron’s Hall of Fame Advisor the advisor has to have been named by Barron’s for the last ten years consecutively in any of their rankings. In Tom Moran’s case from 2010-2019 he was named to Barron’s Top 100 Financial Advisors ranking. 

2The Forbes Best in State and Top 250 Wealth Advisors: Ranking algorithm is 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.

3Financial Times Top 400 Financial Advisors rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications and compliance record. Investment performance and financial advisor production are not explicit components.

4The Wells Fargo Advisors Spirit Award was established to recognize a select group of Premier Advisors for their lifetime achievements – both personal and professional – and for epitomizing and reflecting Wells Fargo Advisors’ values.  The Premier Advisor designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism.

The Forbes America’s Top Wealth Advisors ranking algorithm is 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.

The Barron’s Top 50/100 Private Wealth Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the rankings include their size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases.

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Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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1Barron’s Top 100 Financial Advisors: Criteria was based on thousands of filtered nominations from investment, insurance, banking and other related firms, which were narrowed down by quantitative and qualitative criteria as well as by examining regulatory records and talking with peers, supervisors, clients and the advisors themselves. Portfolio performance is not a criterion because most advisors do not have audited track records.

Barron’s Top 1,000 and Top 1,200 Financial Advisors: The rankings are based on data provided by thousands of advisors and financial services firms. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component.

2Forbes 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.

3Financial Times Top 400 Advisors: Rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications and compliance record. Investment performance and financial advisor production are not explicit components.

4WealthManagement.com Top 100 Wirehouse Advisors: list is based solely on assets under management. Only those advisors for whom 80 percent or more of assets correspond to retail clients were eligible for the list.

5Lipper Marketplace Best Money Managers are compiled from a quarterly survey of investment management organizations and portfolio composites. Performance is calculated “net” of all fees and brokerage commissions, inclusive of cash and in U.S. dollars. Results calculated on a minimum asset base of at least $10 million for “traditional” U.S. asset classes (equity, fixed income, balanced accounts) and $1 million for all international and for “alternative” U.S. asset classes. Only categories/time period combinations for which there are at least 20 contenders are published. Past Performance is no guarantee of future results. Not all of the multiple strategies submitted by Moran Wealth Management may have been selected for the Lipper Marketplace published list of Best Money Managers.

Naples Daily News 25 Over 50 Award:  Naples Daily News’ 25 Over 50 Award salutes the accomplished and exceptional leaders of Collier and Lee counties who continue to leave an imprint on our thriving community through their achievements, leadership abilities, philanthropic efforts, and dedication to the betterment of Southwest Florida.