Growing to Serve You Better

Moran Wealth Management®, a leading independent Registered Investment Adviser based in Naples, Florida, is pleased to announce the expansion of its headquarters at 5801 Pelican Bay Boulevard. The additional office space reflects the firm’s sustained growth and its commitment to providing clients with exceptional service through a growing team of professionals dedicated to personalized financial guidance.

As the firm continues to grow, so does its focus on attracting top talent and enhancing collaboration among advisors. The newly acquired space will accommodate Moran Wealth Management’s expanding team, supporting the firm’s ability to deliver the high level of service and attention clients have come to expect.

This operational growth complements the firm’s broader investment in client education and community engagement. Located within its Naples headquarters, the Moran Wealth Educational Center serves as a dedicated venue for financial seminars and workshops designed to help individuals, families, and organizations make informed financial decisions. The Education Center underscores the firm’s long-standing belief that knowledge is the foundation of confident wealth management.

“Our expansion is more than a reflection of growth—it’s a reflection of purpose,” said Tom Moran, AIF®, Chairman and CEO of Moran Wealth Management®. “As we continue to build our team and resources, we remain focused on what matters most: serving our clients with integrity, educating our community, and helping families plan with clarity for the future.”

With a growing team, expanded space, and continued educational outreach, Moran Wealth Management® remains steadfast in its mission to provide thoughtful, research-driven guidance that helps clients align their wealth with their goals.

Learn more about Moran Wealth Management® and its initiatives at www.MoranWM.com.

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.

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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.

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