Moran Wealth Announces Nicholas Malik as Investment Analyst
Moran Wealth Management® welcomes Nicholas Malik to the team as Investment Analyst.
Adam Masterson Receives SE-AWMA™ Designation
Moran Wealth Management® recognizes Client Relations Manager, Adam Masterson for SE-AWMA™ designation.
Christian Pineda Receives SE-AWMA™ Designation
Moran Wealth Management® recognizes Finance Officer, Christian Pineda for
SE-AWMA™ designation.
Moran Wealth Announces Catherine Jeanty as Client Operations Specialist
Moran Wealth Management® welcomes Catherine Jeanty to the team as Client Operations Specialist.
Anthony Stich Departs Market Counsel, Joins $5B RIA Moran Wealth Management®
Moran Wealth Management® Appoints Anthony Stich as Chief Marketing Officer; Kylen O’Keeffe Named Chief Brand Officer
Kylen O’Keeffe has been named Chief Brand Officer—a newly created role responsible for overseeing strategic positioning, brand identity, and the client experience across the firm. As part of this evolution, the firm proudly welcomes Anthony Stich as Chief Marketing Officer to deepen its digital marketing expertise and further expand its reach across new platforms and audiences.
Tom Moran Named a 2025 Barron’s Top 1200 Financial Advisor
Our Chairman, CEO, and CIO, Tom Moran has been named as the #1 financial advisor in SWFL by Barron’s.
Five Star Wealth Managers in SWFL (2025)
Honorees include Tom Moran, Aaron Simpson, Michael Mongin, Corey Grant, Ryan Frank, and Trent Grzegorczyk.
Tom Moran Named to Naples 100 for 2025
Tom Moran ranked #17 on the Top Financial Advisors by InvestmentNews in 2025
Our Chairman, CEO, and CIO, Tom Moran has been named one of 2025’s Top Financial Advisors by InvestmentNews.