THOMAS M.

MORAN AIF®

MORAN

Chairman │ CEO │ CIO

With more than 30 years’ experience in the financial services industry, Tom Moran is Chairman, CEO and CIO of Moran Wealth Management®, an independent Registered Investment Advisory firm with a comprehensive team of more than 35 professionals. Unlike broker-dealers, RIAs have a higher obligation to put client interests first. “As an Accredited Investment Fiduciary (AIF®), I am sworn to act in the best interests of every client,” says Moran. “It is an obligation of the designation I accept humbly and enthusiastically. Not all financial advisors are held to this standard.” In this new, expanded capacity, Moran Wealth Management® can provide an even broader array of investment solutions and services that meet the needs of high-net-worth individuals. This greater capability reflects Tom’s commitment to delivering the best, most comprehensive service possible. He has received several national and local awards, including the Education Foundation of Collier County’s Men of Distinction, Barron’s Hall of Fame, and the Invest in Others Community Leadership Award recognizing the charitable works of financial advisors. His firm has also sponsored FGCU’s (Florida Gulf Coast University) Bloomberg Research Lab and their continued affiliation with the Educational division of Barron’s magazine.

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.

Highly respected nationally for his experience, professional conduct, and success, Tom has received important accolades from industry giants. Barron’s has ranked tom as the #1 Financial Advisor in Southwest Florida for more than 10 years, one of the Top 100 Advisors nationally, and a Top 100 Independent Advisor in 2020, 2021 and 2022, earning him placement in the Barron’s Hall of Fame. Additionally, Barron’s recognized Moran Wealth Management® as a Top 100 Team in 2021 and 2022.

Forbes ranked Tom on the 2020 – 2022 Best-In-State lists for Florida, complementing his inclusion on the 2016-2021 Top 250 Wealth Advisor List. 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.

Tom 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.

Tom is passionate about a variety of professional and charitable endeavors. Along with Sandi, his wife of  35 years, he is particularly devoted to children’s charities and the arts. Tom 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 raising over $24 million dollars. The couple has proudly underwritten events for many charitable and arts-oriented organizations, including recently pledging $5 million towards the construction of Gulfshore Playhouse’s new Baker Theatre and Education Center.

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 Kylen 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 son Patrick is a graduate of Harvard University; son Shane is a graduate of Sewanee University with a BA in Economics and the University of Notre Dame with a MA in Management. Kylen, Patrick and Shane work in the firm. Tom graduated Phi Beta Kappa from the University of Colorado.

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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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Barron’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.

Forbes Best in State Wealth Advisor: 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.

Moran Wealth Management® , LLC is a registered investment adviser. For additional information about Moran Wealth Management ®, LLC, including its services and fees, request the firm’s disclosure brochure using the contact information above or visit advisorinfo.sec.gov

Moran Wealth Management® is a separate entity and not affiliated with any other entity or practice that uses the same name.

By selecting any of the navigation titles you will be redirected to MoranWM.com

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.