Moran Wealth Management® Announces Justin Claussen as Client Operations Specialist
NAPLES, Florida – July 2025 – Moran Wealth Management®, a Naples-based investment management firm providing wealth and asset management services, proudly announces the addition of Justin Claussen as a Client Operations Specialist.
In this role, Claussen will be instrumental in performing administrative duties to maintain client relationships, aiming to deliver accuracy in transactions, and provides support in day-to-day operations. He brings a strong foundation in finance, a proactive approach to learning, and a deep commitment to client care.
Claussen is a graduate of Florida Gulf Coast University, where he earned a Bachelor’s degree in Finance. His professional journey began with an internship at Capital Wealth Advisors, where he supported quarterly strategy reporting and gained hands-on experience in the financial services industry. During his final semester, he participated in FGCU’s Student Managed Investment Fund, conducting equity research and working on the quantitative equity screen utilized to find overlooked and undervalued stocks.
“I am thrilled to join the Moran Wealth team and consider it a tremendous opportunity to join such an outstanding firm,” said Claussen. “I’m excited to be part of a team that prioritizes both operational excellence and exceptional client service. I look forward to growing professionally and contributing to the firm’s continued success.”
“We’re excited to welcome Justin to the team,” said Tom Moran AIF®, Chairman, CEO, and CIO of Moran Wealth. “His dedication to learning, strong analytical background, and enthusiasm for client service make him a valuable addition to our operations team.”
Outside of the office, Claussen enjoys skiing, fishing, golfing, and spending time with family and friends. He is also an accomplished gamer, having earned the impressive distinction of being the nation’s top-ranked Call of Duty player in 2022.
For more information on Moran Wealth Management®, call (239) 920-4440 or visit MoranWM.com.
This communication contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed herein will come to pass. 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. Moran Wealth Management, LLC is a separate entity and not affiliated with any other entity or practice that uses the same name.