Christian Pineda Receives ChFC® Designation
Christian Pineda earns the ChFC® designation, reflecting advanced financial planning expertise and Moran Wealth’s commitment to excellence.
Innovating with Alternatives
Chelsea Ganey shares insights on Moran Wealth Management’s growth, client education, and integrating alternatives in a CAIS Live feature.
Top 100 Independent Advisors 2025
Tom Moran, ranked #1 in Florida and #9 in the nation on Barron’s 2025 Top 100 Independent Advisors list.
Adam Masterson Receives CFP® Certification
Moran Wealth Management® recognizes Client Relations Manager, Adam Masterson for CFP® Certification.
2025 Community’s Choice
Moran Wealth Management® was recognized in the 2025 Community’s Choice Awards as a winner in Naples and Bonita Springs and a finalist in Fort Myers.
Moran Wealth Announces Samuel Cabral as Client Operations Specialist
Moran Wealth Management® welcomes Samuel Cabral to the team as Client Operations Specialist.
From Strategy to Impact
At INSITE 2025, Chief Data Officer Christina Shaw of Moran Wealth joined BNY Pershing’s Christina Townsend to discuss the evolution of wealth management.
Moran Wealth Announces Justin Claussen as Client Operations Specialist
Moran Wealth Management® welcomes Justin Claussen to the team as Client Operations Specialist.
The Digitally Borderless Society Is Coming—And Faster Than We Think
Anthony Stich, CMO at Moran Wealth Management®, explores how blockchain, AI, and decentralization are reshaping identity, ownership, and the future of wealth.
Moran Wealth Announces Nicholas Malik as Investment Analyst
Moran Wealth Management® welcomes Nicholas Malik to the team as Investment Analyst.