Erika Perez Joins MWM as Client Operations Specialist
Moran Wealth Management® welcomes Erika Perez as Client Operations Specialist on the Wealth Management team.
A New Way to Tell an Enduring Story
Moran Wealth debuts a new cinematic series highlighting the understanding, philosophy, and people behind our approach to wealth management.
Lauren Kazmierczak joins MWM as an Investment Analyst
Moran Wealth Management® welcomes Lauren Kazmierczak as an Investment Analyst on the Asset Management team.
Growing to Serve You Better
Moran Wealth Management® is expanding its Naples headquarters to support its growing team and enhance collaboration across the firm.
Braden Langeloh joins MWM as Client Operations Specialist
Moran Wealth Management® welcomes Braden Langeloh as a Client Operations Specialist on the Wealth Management team.
Christian Pineda Receives ChFC® Designation
Christian Pineda earns the ChFC® designation, reflecting advanced financial planning expertise and Moran Wealth’s commitment to excellence.
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.