Moran Wealth Management® is proud to announce that four members of its leadership team have been named Five Star Wealth Managers by Five Star Professional for 2026.
Together, this group represents decades of experience across portfolio management, financial planning, and client strategy. Their collective leadership helps shape Moran Wealth’s investment philosophy, service model, and long-term vision.
Moran Wealth Advisors
- Thomas Moran, AIF®, Chairman, Chief Executive Officer, and Chief Investment Officer
- Corey Grant, CFP®, ChFC®, Executive Vice President
- Aaron Simpson, CFP®, CLU®, ChFC®, RICP®, Senior Vice President
- Michael Mongin, CPWA®, Senior Vice President
This recognition reflects Moran Wealth’s continued commitment to professional excellence, disciplined investment management, and a client-centered approach tailored to the needs of sophisticated investors. Based in Naples, Florida, Moran Wealth Management® serves individuals, families, and institutions seeking thoughtful guidance across complex financial landscapes.
What the Five Star Wealth Manager Award Represents
The Five Star Wealth Manager award is one of the largest and most widely published advisor recognition programs in North America. Founded in 2003, the program identifies wealth managers who demonstrate a strong commitment to client service, ethical business practices, and professional excellence.
Candidates are evaluated using ten objective eligibility and evaluation criteria, including assets under management, client retention rates, and years of professional experience. In addition, each candidate undergoes a comprehensive regulatory and complaint review. This rigorous process is designed to identify professionals who consistently deliver quality services while maintaining high ethical standards.
While no award can predict future performance, the Five Star designation highlights advisors who meet stringent criteria within an increasingly complex and highly regulated financial industry.
For readers interested in learning more about the independent research process behind the designation, additional information on the methodology is available through Five Star Professional: https://fivestarprofessional.com/public/wmresearch
A Firm-Wide Commitment to Excellence
At Moran Wealth Management®, recognition is viewed not as an endpoint, but as a reflection of the firm’s broader culture. Our approach emphasizes disciplined investment processes, long-term planning, and thoughtful risk management, grounded in fiduciary responsibility.
Clients work with dedicated teams that integrate investment strategy, tax awareness, estate planning coordination, and ongoing portfolio oversight. This holistic framework is designed to help investors navigate market cycles, regulatory change, and evolving personal goals with clarity and confidence.
For more information on Moran Wealth Management’s accolades and professional recognitions, visit: Moranwm.com/insights/awards
The Five Star Wealth Manager award is issued by Five Star Professional and published in select regional magazines. The 2026 award is based on research conducted during 2025 and reflects evaluations of wealth managers within the applicable market. Moran Wealth Management? did not pay a fee to be considered for this award; however, fees may apply for marketing use of the designation. Award recipients are not ranked, and the award is not indicative of future performance.