2025 Community’s Choice

September 8, 2025

NAPLES, Florida – September 8, 2025 – Moran Wealth Management®, an investment management firm based in Naples, Florida, providing wealth and asset management services to sophisticated investors, is proud to announce it has been recognized in the 2025 Daily News Community’s Choice Awards, earning honors in both the Financial Planning Services and Investment Firm categories across Naples, Bonita Springs, and Fort Myers.

Moran Wealth Management® was recognized in the following categories:

Best of Naples: Financial Planning Services, Investment Firm (Winner)
Best of Bonita Springs: Investment Firm (Winner)
Best of Fort Myers: Financial Planning Services, Investment Firm (Finalist)

These annual community-driven awards recognize standout businesses across a range of industries that demonstrate excellence, trust, and impact in the region. Voting is conducted anonymously online without any compensation, marketing influence, or paid placement, making the recognition a genuine reflection of community support.

“It’s always an honor to be recognized by our outstanding community here in Southwest Florida,” said Tom Moran AIF®, Chairman, CEO, and CIO of Moran Wealth Management®. “To be considered the best by the residents in this area is a meaningful reflection of both the work we do and the strong relationships we’ve built with our clients. We are especially proud that our team’s continued dedication has earned recognition from the community, and we remain committed to serving Southwest Florida with excellence in the years ahead.”

Earlier this year, Moran Wealth Management® was recently ranked the #1 RIA in SWFL and #5 in the state by Financial Advisor Magazine. Additionally, Financial Planning named the firm to its lists for “The 18 Best Places to Work in Money Management” and “The 52 Best RIA’s to Work For,” as well as #70 on its ranking of “Top 150 Fee-Only RIA Firms.” In March, six of the firm’s advisors were named “Five Star Wealth Managers,” and Tom Moran was named as the #1 financial advisor in SWFL by Barron’s.

For more information on Moran Wealth Management®, call (404) 737-2774 or visit MoranWM.com.

About Moran Wealth Management®

Moran Wealth Management, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. 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 adviserinfo.sec.gov. This advertisement highlights Community Choice Awards 2025. For more details on the selection process and methodology for the award, visit https://moranwm.com/disclosures. Please note, rankings are not indicative of future performance, nor should they be seen as an endorsement. Rankings may not reflect any one client’s experience and are based solely on the opinions of Community Choice. No compensation was exchanged for any ranking. Moran Wealth Management, LLC is a separate entity and not affiliated with any other entity or practice that uses the same name.

This commentary is for informational purposes only and does not constitute investment advice, a recommendation, or an offer or solicitation to buy or sell any securities. The views expressed are those of the author(s) as of the date of publication and are subject to change without notice. Past performance is not indicative of future results.

This material may have been prepared using data and analysis from a variety of sources, including but not limited to: Bloomberg, FactSet, Morningstar, S&P Global, Moody’s, Refinitiv, Capital IQ, CRSP, FRED, IMF, World Bank, OECD, and other third-party research providers. Additionally, portions of this content may have been generated or reviewed with the assistance of artificial intelligence tools, including OpenAI’s large language models or similar technologies. While we believe these sources to be reliable, we do not guarantee their accuracy or completeness.

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Moran Wealth Management is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. For more information about our services, fees, and potential conflicts of interest, please refer to our Form ADV Part 2A, available upon request.