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OUR TEAM

Our team is led by Chairman, CEO and CIO, Tom Moran, ranked by Barron’s as the #1 Advisor in Florida for the past 10 years. In addition to three CERTIFIED FINANCIAL PLANNERTM (CFP) Professionals, three Chartered Financial Analyst® (CFA) charterholders, three Master of Business Administration (MBA) degree holders, one Chartered Retirement Planning Counselor® (CRPC) and a Certificate in Investment Performance Measurement® (CIPM) holder, our team includes 35 people dedicated specifically to serving existing clients.

We’re here with attentive, professional client service to answer your questions and make sure you’re informed every step of the way.

ADVICE & PLANNING

Pictured from L to R

Aaron Simpson

CFP®, CLU®, ChFC®, RICP®

Senior Vice President

Margaret F. Karr

Vice President

Charles E. Chesebrough, Jr. CFA®

Senior Vice President

Michael Mongin

Senior Vice President

Kylen Moran

Chief Marketing Officer

Donald Drury

President

Julie Rich

Senior Vice President

Corey Grant CFP®, ChFC®

Vice President

Ryan Frank CFP®, ChFC®

Vice President

PRACTICE MANAGEMENT &
ADMINISTRATION

Pictured from L to R

Jeffrey LeBriton

Executive Assistant
to the President

Gina Albergo

Marketing Associate

Ashley Buboltz

Chief Compliance Officer

Dawn Barakett

Senior Administrative Associate

Marissa Plummer

Marketing Manager

Kim Koert

Training & Operations Manager

Kathy Herget

Senior Operations Associate

Katie Schold

Human Resources Officer
Client Associate

STRATEGY & RESEARCH

Pictured from L to R

Shane Xu

Investment Analyst

Gavin Schell

Investment Analyst

Patrick Moran

Portfolio Manager
Vice President of Corporate Strategy

Christina Shaw CQF, CIPM

Chief Trading Officer

Chelsea Ganey CFA®

Chief Strategy Officer

CLIENT RELATIONS

Pictured from L to R

Jasmina Townsend

Client Associate

Mia Safron

Client Associate

James Phelps

Client Associate

Stefanie Drack

Client Associate

Lauren Niebrugge

Senior Client Associate

Angel Nurse

Senior Vice President
Client Relationship Manager

Kim Crews

Senior Client Associate

Lucca Delcompare

Client Associate

Meagan Hernandez

Client Associate

Christian Pineda

Client Associate

Korina Gainey

Client Associate

OUR PRACTICE & PHILOSOPHY

Our Founding

Moran Wealth Management® was founded in March of 1990 by Thomas M. Moran, Chairman, CEO and CIO; and Earl Sistrunk, CFA®, Senior Portfolio Manager. From the beginning, we have strived to add value to our clients’ portfolios by capitalizing on our investment experience. As a result, you only receive personalized investment attention.

Our Team Approach

By utilizing a comprehensive team approach, Moran Wealth Management® provides investment management services to a select group of clients. We focus on serving successful individuals and their families, as well as providing specialized financial services for corporations, executives, fiduciaries, and non-profit organizations.

Moran Wealth takes a very disciplined and personal approach to managing your money. We use our combined team knowledge and experience in this discretionary relationship to help you achieve the long-term goals you’ve set for your portfolio.

Our Process

Moran Wealth handles the full financial process, including working with family office groups to collaborate with our ultra-high-net-worth clients’ team of existing advisors, including attorneys, accountants, and real estate professionals. We offer a wide range of financial products and services to individuals as well as business owners, while providing sound financial information to help clarify your unique situation and aid you in making the most informed decisions possible. The majority of our financial services is exclusively fee-based, with the fee structure and details included in your proposal and agreed upon in advance.*

  • Investment Management
  • Investment Planning
  • Estate Planning & Asset Protection Strategies
  • Direct Access to Dedicated Support

Our Current Assets Under Management

Moran Wealth Management® is responsible for over $4 billion of assets under management (AUM) as of 5/31/22* for families and institutional clients, as a result of utilizing 30 different investment strategies. We focus on quantitative analysis and fundamental research in building diversified equity portfolios for clients, currently utilizing in excess of 50 variables from various research sources to develop customized investment portfolios for exclusive use by our clients.

Our services are best suited for families with investable assets of $250,000 or more.

CFA Society Naples
Forecast Dinner 2022

Tuesday, February 15, 2022
Arthrex One
Naples, Florida

A panel of leading industry experts, Brian Belski of BMO and Michael Farr of Hightower Associates, discussed the state of the economy and financial markets.

The CFA Society of Naples promotes ethical and professional standards within the investment industry, encourages professional development through the Chartered Financial Analyst program, and facilitates the open exchange of information and ideas.

FGCU

Moran Wealth Management

CFA Naples Board

FGCU

Moran Wealth Management

CFA Naples Board

Mia Hyatt, Chelsea Ganey and Amelia Biehl

Serge Ecityan, Mia Hyatt and Tom Mathews

Dean Roads and Brad Panos Pitcher

Mia Hyatt, Chelsea Ganey and Amelia Biehl

Serge Ecityan, Mia Hyatt and Tom Mathews

Dean Roads and Brad Panos Pitcher

Cynthia Lammert and Jennifer Suden

Edwardo and Beatrice Tavel

Andrew Salamone and Juliana Alano

Cynthia Lammert and Jennifer Suden

Edwardo and Beatrice Tavel

Andrew Salamone and Juliana Alano

Ryan Gavin

Ronald Mushock

Richard Block

Ryan Gavin

Ronald Mushock

Richard Block

Jack Brown

Patrick Moran

Michael Farr

Jack Brown

Patrick Moran

Michael Farr

WHERE WE GIVE

At the core of our philosophy is the belief that responsible stewardship of wealth includes giving back to the community. At Moran Wealth Management®, it is our privilege to support some incredible charities and non-profit organizations through both financial gifts and volunteer efforts.

Learn more about some of our beneficiaries and their missions below.

Artis-Naples
Ave Maria School of Law
Barron Collier High School
Bonita Springs Assistance Office
Child’s Path
College of the Holy Cross
Conservancy of Southwest Florida
David Lawrence Center
Florida Gulf Coast University
Fun Time Early Childhood Academy
Gulfshore Playhouse

Harvard Club Naples
Hope for Haiti
Humane Society of Naples
Jewish Federation of Greater Naples
Jewish National Fund
K9’s for Veterans Abroad
Knights of Columbus
Laces of Love
Literacy Volunteers of Collier County
Maryland Province Jesuits
Miracles in Action

Naples Art Association
Naples Children & Education Foundation
Naples Senior Center
Naples Winter Wine Festival
Naples Women’s Club
Naples Zoo
Neighborhood Health Clinic
Opera Naples
Partners In Health
ProLiteracy

Rotary International
Seacrest Country Day School
Special Olympics of SWFL
St. Matthews House
Susan G. Komen
The Shelter for Abused Women & Children
Thrive
United Arts Council
Valerie’s House
Youth Haven

Artis Naples logoArtis-Naples

With the support of its patrons, Artis—Naples offers a unique range of programs — including music, film, dance, comedy, lectures and exhibitions featuring internationally acclaimed artists – that cultivates a broader appreciation for art in its many forms.  Its Kimberly K. Querrey and Louis A. Simpson Cultural Campus includes two performance halls, Frances Pew Hayes Hall and Myra J. Daniels Pavilion, The Baker Museum, and the Stabile Education building, allowing it to remain the premier destination for the visual and performing arts in Southwest Florida.

 

Gulfshore playhouse LogoGulfshore Playhouse

Gulfshore Playhouse is committed to enriching Southwest Florida’s cultural landscape by producing the area’s only professional theatre and providing unique educational opportunities for students of all ages.

 

Naples Art LogoNaples Art Association

Naples Art believes art can change lives and improve communities. For over 65 years the award-winning Naples Art has been the center of arts and cultural in downtown Naples, a town square for the arts. They have been committed to developing tomorrow’s artists and arts leaders, ensuring artistic expression is accessible to everyone and enriching Southwest Florida through the visual arts. They provide the community with inspiration and opportunity, through production space and the amplification and exhibition of these creative voices to cultivate a lifelong appreciation of art. This well-respected non-profit organization is supported by generous community support, through memberships, donations and an array of unique fundraising events, allowing Naples Art to provide its free art educational programming offered throughout the community

 

Opera naples logoOpera Naples

Opera Naples has been in operation since 2006, when it debuted with a Viennese-style New Year’s ball.  Since then, it has presented many well-known grand operas and modern works its very-own building – the Wang Opera Center – that was completed in 2017. Inside the center is the Judy and John Hushon Theatre where Opera Naples hosts its beloved chamber operas and concerts, young artists’ auditions, and performances. It also collaborates with other local artistic groups, such as Artis-Naples, TheatreZone, and the music department at various schools including Florida Gulf Coast University.

 

United arts council LogoUnited Arts Council

The United Arts Council of Collier County enriches lives and strengthens the community through the power of the arts.  It provides outreach arts programs to at-risk students and senior citizens in Collier County; after-school education in arts and music for at-risk children; consolidated calendars for all area cultural activities; grants to area artists and arts groups; networking opportunities for arts organizations; cultural Assessment, planning, and advocacy; art/music instruction to Immokalee, East Naples, and Golden Gate schools; rural outreach; and technical assistance for artists.

Child’s Path

Child’s Path has a long history of serving at-risk children and families in Southwest Florida. We began in 1991 as part of Child Care of Southwest Florida, which served four counties at that time–Lee, Collier, Hendry and Glades. In 2008, supporters and staff recognized the growing need in Collier County and formed a 501(c)(3) public charity to only serve Collier County.

 

Fun Time Early Childhood Academy

Fun Time Academy’s mission is to provide safe, quality, affordable education and care for children and parents from low-income working families and to prepare the children for kindergarten, ready to read and ready to learn!

 

Laces of Love

The Laces of Love Charitable Foundation, Inc. is non-profit organization that has provided over 200,000 pairs of shoes to low-income and disadvantaged children in Southwest Florida since its inception in 2005.  Led by a volunteer board of directors and with the help of hundreds of volunteers and supporters, Laces of Love is able to raise awareness through speaking engagements, Shoe Drives, and Shoe Parties, and help many needy children – one step at a time.

 

Naples Children & Education Foundation

The Naples Children & Education Foundation, the founding organization of the Naples Winter Wine Festival, is improving the educational, emotional, and health outcomes of underprivileged and at-risk children. Through its annual grants and strategic initiatives, NCEF has impacted over 45 of the most effective nonprofits in the community, providing 275,000 children with the services and resources they need to excel. NCEF’s unique approach, which emphasizes collaboration between organizations and bridges public and private resources, has become a blueprint for how to transform a community, one issue at a time.

 

Naples Winter Wine Festival

The Naples Winter Wine Festival, one of the world’s most prestigious charity wine auctions, offers a weekend of unforgettable memories. Guests enjoy world-class food and wine during intimate dinners in private homes and are invited to bid on once-in-a-lifetime travel and wine experiences during an electrifying live auction. Since its inaugural event in 2001, the NWWF has raised more than $191 million, making a profound difference in the lives of hundreds of thousands of children.

 

Valerie’s House

Valerie’s House opened its doors in January 2016 and provides open-ended peer support groups and activities for children to heal after a significant loss in their life. Valerie’s House is not a formal counseling center. It is a community and a platform for individuals to come together, share, and mentor each other through their grief.

 

 

Youth Haven

Youth Haven is Southwest Florida’s only emergency and residential shelter for boys and girls ages six to 18-years old who have been removed from their homes due to abuse, neglect, or abandonment. Youth Haven’s children are brutally traumatized and in crisis. Youth Haven is an immediate lifeline of safety, love, and compassion for innocent children in crisis and first step in a long journey back to trust, confidence, and joy.  Youth Haven’s programs include The Counseling Center, The Emergency Shelter, and the Homeless Teen & Transitional Living Program.

Bonita Springs Assistance Office

The Bonita Springs Assistance Office is a nonprofit organization that provides short-term assistance to residents of Bonita Springs who have been affected by unexpected crisis, including the working poor, single households, the elderly, and people who are disabled.  With a goal in mind to foster independence, participants are able to retain their dignity while learning how to provide proper solutions for their situation.

 

Humane Society of Naples

Humane Society Naples is an independent nonprofit serving the public by providing care, shelter and placement into loving homes for orphaned animals in the Collier County area through pet adoptions. We never place a time limit on how long dogs, cats and other pets stay at our shelter.

 

Naples Senior Center

Naples Senior Center supports and enriches the lives of seniors and families in the Greater Naples community by providing tools to address life’s challenges. The senior center is a dynamic gathering place with a safe, nurturing environment for seniors to socialize, learn and stay active. Membership has grown from 80 seniors in 2014 to over 1,400 seniors today due to an increased demand for services and a growing senior population.

 

Naples Women’s Club

Founded in 1932, The Naples Woman’s Club’s 300 members are dedicated to enhancing the Naples community through volunteer service and philanthropic activities. The club meets monthly in season, October through April and hosts numerous educational and charitable events throughout the year.  Annual outreach includes several academic scholarships; support of local educational facilities through reading programs, grants, and mentoring; financial assistance to various social service agencies in their programming efforts; and actively supporting the arts, conservation programming, health care awareness, and community issues.

 

Naples Zoo

Founded in 1919, Naples Zoo at Caribbean Gardens is a nationally-accredited, award-winning zoo and historic botanical garden that reaches over 350,000 guests each year. Their mission is to inspire people of all ages to respect, value and help conserve wildlife and our natural world. In addition to its plentiful exhibits, the zoo cares for rare plants and animals here and all around the world, including planting over half a million trees in Africa, Asia, and the Americas.

 

St. Matthews House

For over thirty years, St. Matthew’s House has provided innovative solutions to fight homelessness, hunger, substance abuse, and poverty in Southwest Florida. St. Matthew’s House is a 501(c)(3) which does not depend upon government funding, and its 100% donation model allows all operating expenses to be covered by unique social enterprises.

Ave Maria School of Law

Ave Maria School of Law is fully-accredited, independent law school that was established in 1999 with a current student body of over 270 students and 1,200 alumni from all across the country – and the world. The school maintains an educational philosophy that emphasizes the moral foundations of the law with insights from the Catholic intellectual tradition and encourages a broader viewpoint of the law and its role in today’s society.

 

Barron Collier High School

The school was opened in 1978 and is named after Barron Collier, an entrepreneur who founded Collier County. Barron G. Collier High School is a four-year public high school located in North Naples.

 

College of the Holy Cross

The College of the Holy Cross, also called Holy Cross, is a highly-selective, four-year, undergraduate, liberal arts institution that was founded in 1843 by the Society of Jesus (Jesuits) in Worcester, Massachusetts. One of New England’s oldest Catholic colleges and one of the oldest in the United States, Holy Cross is consistently ranked among the nation’s top educational institutions, most recently on Forbes magazine’s 2019 Top Colleges; 2019 Top Colleges – Private; and 2019 America’s Best Value Colleges.

 

Florida Gulf Coast University

Founded in 1997, Florida Gulf Coast University (FGCU) is a comprehensive institution of higher education with an enrollment of nearly 15,000 students that offers undergraduate and graduate degree programs of strategic significance to Southwest Florida and beyond. Its exceptional faculty and staff emphasize innovative, student-centered teaching and learning that cultivates community partnerships, values public service, encourages civic responsibility, and encourages habits of lifelong learning which prepares students for gainful employment and successful lives.

 

Harvard Club of Naples

Founded in 1982, the Harvard Club of Naples is an educational and charitable organization whose purpose is to bring together various members of the Harvard community including graduates, students, and faculty who reside in Naples and South Lee County. One of the club’s main goals is to raise funds to provide financial support to students from Collier County interested in attending Harvard University, but in need of financial aid.

 

Literacy Volunteers of Collier County

Since 1984 Literacy Volunteers of Collier County has served thousands, continuing to teach English as a second langaugae to families and individuals; both adults and children.They help meet the challenges of Collier County’s growing and diverse population to ensure that all people from various walks of life and countries deserve the chance to live productive, fulfilling lives with dignity. An accredited affiliate of ProLiteracy America, LVCC’s volunteer tutors work with students of all levels, changing lives for the better.

 

ProLiteracy

For over 60 years, ProLiteracy has been working across the globe to change lives and communities through the power of literacy.  It supports 1,000 member programs in the U.S. and 32 countries worldwide; advocates for awareness, funding, and support to increase educational resources for adults who struggle with literacy; provides professional development to improve literacy programs; and creates and produces over 400 customized print and digital instructional tools for tutors and students.

 

Seacrest Country Day School

Seacrest focuses on providing students with amazing teachers, a dynamic curriculum, preparation for the next level and learning that engages students to unleash their full potential.

Neighborhood Health Clinic

In 1998 the Neighborhood Health Clinic was an idea conceived by Dr. Bill and Nancy Lascheid after they retired from their full-time Naples dermatology practice. The concept of a medical clinic for the working poor gained momentum and attracted supporters. With shared enthusiasm of friends and help from professionals and volunteers in the community, the Clinic was able to open its doors in April 1999. They deliver quality medical and dental care to low-income, working but uninsured Collier County adults, using a professional volunteer staff and funded by private philanthropy.

Partners in Health

The Leadership Giving Society recognizes donors who make a deep investment through generous annual contributions, showing a strong commitment to the belief that health care is a human right. To sustain and strengthen Partners In Health’s lifesaving work for the long term.

Susan G. Komen

Susan G. Komen Florida is the first responders to breast cancer, helping fuel research, advocate for patients, and support people facing breast cancer locally through a variety of direct patient-centered services and by collaborating with area providers to remove barriers and connect people to needed care across 64 of 67 counties throughout the state. The Komen Treatment Assistance Fund provides crucial assistance for qualifying cancer patients, including social worker assessment and financial assistance for medications, chemotherapy, elder and child care, transportation to treatment, equipment, and supplies.

Conservancy of Southwest Florida

For over 50 years, the Conservancy of Southwest Florida has been a leading environmental advocacy organization dedicated to protecting the water, land, wildlife, and future of Southwest Florida’s five-county area.  To accomplish this lofty goal, the Conservancy uses the collaboration of four teams including science and research; policy and advocacy; environmental education; and wildlife rehabilitation.

 

David Lawrence Center

Southwest Florida nonprofit David Lawrence Center is a national leader in providing world-class mental health and addiction recovery solutions for children, adolescents, and adults. The Center’s innovative, integrated treatment includes inpatient, outpatient, residential, and community-based services – a comprehensive system of care funded by community and government support.

 

Hope for Haiti

Hope for Haiti, one of the most trusted organizations working to reduce poverty in Haiti for over 30 years, provides support and partnership for the Haitian people by working with community leaders in rural areas in five key program areas including education, healthcare, infrastructure, access to clean water, and economic opportunity.

 

K9’s for Veterans Abroad

Our Mission is to provide quality Service Dogs to U.S. Veteran’s living abroad, suffering from physical and/or mental trauma to improve both their lives and the lives of those who care about them.

 

 

Miracles in Action

Miracles in Action, based in Naples, Florida, enables Guatemalans living in extreme poverty to help themselves through maintainable ventures that develop education, nutrition, vocational skills, and create jobs.  Miracles in Action finds under-served areas in rural Guatemala and supports projects that achieve long-term results, improve quality of life, and allow truly underprivileged people to help themselves.  In addition, Miracles in Action supports 135 artisans beading jewelry and handicrafts from their homes to earn income to feed and educate their children; and they give them water filters, solar lamps, empowerment workshops, and much more.  Store.MiraclesInAction.org

 

Rotary International

Rotary is a global network of 1.2 million neighbors, friends, leaders, and problem-solvers who have used their time and talents to solve real problems for over 110 years.  It is dedicated to six areas of focus to form international connections, improve lives, and generate a better world to support its goodwill efforts and end polio forever.

 

Special Olympics of SWFL

Founded in 1972, Special Olympics Florida provides year-round sports training, competition, leadership, and health services to children and adults with intellectual disabilities, at no cost to the athletes or their caregivers, as a means to achieve physical fitness, self-esteem, socialization skills, and the life skills necessary to be productive, respected, and contributing members of their communities.

 

The Shelter for Abused Women & Children

The Shelter’s story began in May 1986, when the Collier County Spouse & Abuse Task Force noted a growing response to its Hotline & Rape Crisis Program. The group organized a meeting of volunteers to plan a domestic violence shelter. Despite community opposition to the location, The Shelter began converting an East Naples four-plex into an emergency shelter in 1988. Over the years, support for The Shelter’s mission has grown expeditiously as have its programs and services.

 

Thrive

A safe haven impacting families in Southwest Florida, a place to move from surviving to thriving. Empowering pregnant women and single mothers, by providing a launching pad for sustainable sufficiency as they step into their future following their season at Thrive.

Jewish Federation of Greater Naples

The Jewish Federation of Greater Naples is an umbrella organization that is dedicated to fostering relationships that bring together the nearly 10,000 Jewish individuals living in the Greater Naples area. We accomplish this by supporting a unique and comprehensive mix of cultural, educational, social, recreational, leisure and philanthropic groups and programs. Most importantly, the Federation strives to enrich the lives by building a strong sense of connection within the Jewish community. It aims to offer ongoing activities and events year-round, and purposefully incorporates the celebration of Jewish culture and traditions. For the more this Federation provides critical financial support for all Jewish organizations in the Greater Naples community, as well as many non-Jewish causes.

 

Jewish National Fund

Unparalleled in the Jewish philanthropic world, Jewish National Fund-USA’s strategic vision has been, and always will be, to ensure a strong, secure, and prosperous future for the land and people of Israel. Everything they do — every project, initiative, and campaign they take on – is integral to their vision of building and connecting to Israel. They plant trees, build houses and parks, source water solutions, buy fire trucks, and improve the lives of people with special needs. They boost tourism, support Aliyah, promote Zionist education and engagement, build medical centers and trauma centers, fund agricultural and culinary research, and run an American semester abroad high school in Israel. They do all these things because each project, each program, each partnership, is consistent with their strategic vision – population growth in the north and south, connecting the next generation to Israel, infrastructure development, ecology, forestation, heritage preservation, and more — all for the land and people of Israel.

 

Knights of Columbus

Chartered in 1882, the Knights of Columbus is a Catholic fraternal organization dedicated to endorsing and managing educational, charitable, religious, and social welfare works, providing mutual aid and assistance to ill and disadvantaged members and their families, and offering insurance products and annuities to help members and their families.  The Knights of Columbus has grown from several members in one council to 1.9 million members throughout the United States and the world.  Its charitable activities encompass a variety of local, national, and international projects including partnerships with the Special Olympics, the Global Wheelchair Mission, and Habitat for Humanity; its own Food for Families and Coats for Kids projects; and more.

 

Maryland Province Jesuits

Dating back to 1634, the Maryland Province of the Society of Jesus (or Jesuits), is part of a the largest male religious order in the Catholic Church with almost 17,000-plus priests and brothers worldwide.  Known for their schools, universities, parishes, retreat centers, outreach programs and dedication toward social justice, the Jesuits work to spread the Gospel, help the marginalized, and educate men and women for others. The Maryland Province of Jesuits will be unifying in the summer of 2020 with the Northeast Province to form the USA East Jesuits—one of the largest Jesuit provinces in the world and the largest in the United States.

SCHEDULE YOUR
COMPLIMENTARY
CONSULTATION

You want a financial advisor who not only understands your individual financial goals, but is someone you can talk to, who will be there for you with practical advice and professional assistance as your needs evolve. Moran Wealth Management® provides you with just this kind of service—a combination of top-quality professionalism and the personal approach you deserve.

As a full-service wealth advisory practice, Moran Wealth has the experience and commitment needed to help you achieve your financial goals. We invite you to schedule a free consultation with a financial advisor to see how our services and a truly collaborative team approach can work for you.

Our Process: What to Expect

  1. Schedule your complimentary consultation with a financial advisor.
  2. Discuss current financial state and future goals with an advisor.
  3. We prepare a proposal based on the amount you wish to have us manage.
  4. Second meeting with your advisor to review the proposal, review the recommended portfolios that is designed to diversify risk with multiple strategies, and discuss fee rate.
  5. Once the proposal is accepted, you will meet with your dedicated associate to attain all pertinent information to open and/or transfer assets from your existing investment firm.
  6. Your associate will communicate directly with you to complete the transfer process.
  7. Your associate can touch base with you to ensure you are satisfied and address any questions, concerns or changes.
  8. We offer meetings with your dedicated financial advisor to recap your investment performance, review any life changing events, and ensure your investment objective is aligned with your household allocation.

Moran Wealth Management® is often featured in the news for philanthropic work throughout the Southwest Florida community, industry accolades and awards, and internal hires and promotions. Check back often to keep up with our company happenings.

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