NAPLES, Florida – December 2025 — Moran Wealth Management®, an investment management firm based in Naples, Florida, providing wealth and asset management services to sophisticated investors, is pleased to announce that Erika Perez has joined the firm as a Client Operations Specialist.
Perez brings nearly two decades of financial services experience to her new role. She will provide operational and administrative support to advisors and clients, including coordinating service requests, onboarding new client accounts, maintaining documentation and compliance standards, and ensuring smooth day-to-day operations of the firm’s growing client base.
Prior to joining Moran Wealth Management®, Perez held roles across fraud detection, account reconciliation, chargebacks, and credit card processing. Most recently, she served as a teller and personal banker, earning recognition for accuracy, compliance, teamwork, and client service.
Perez holds an Associate of Arts degree, is bilingual in English and Spanish, and is currently pursuing her Series 65 license. “I am excited to join Moran Wealth Management® and contribute to a team that truly values clients and their financial well-being,” said Perez. “I look forward to applying my experience, learning new skills, and continuing to grow while helping clients feel supported and confident in their financial journey.”
“We are thrilled to welcome Erika to our team,” said Tom Moran, AIF®, Chairman, CEO, and CIO. “Her extensive background in financial services and proven commitment to exceptional client care make her a valuable addition as we continue to strengthen our operations and deliver world-class service to our clients.”
To learn more about Erika and other members of our Client Relations team, click here.