Five Star Wealth Managers in SWFL (2025)

March 17, 2025

NAPLES, Florida – March 2025 – Moran Wealth Management®, an investment management firm based in Naples, Florida, providing wealth and asset management services to sophisticated investors, is proud to announce that six of its financial advisors have been honored with the Five Star Wealth Manager award.

The following Moran Wealth advisors have been named Five Star Wealth Managers:

Tom Moran, AIF®: Chairman, CEO and CIO

Aaron Simpson, CFP®, ChFC®: Senior Vice President

Michael Mongin, CPWA®: Senior Vice President

Corey Grant, CFP®, ChFC®: Senior Vice President

Ryan Frank, CFP®, ChFC®, SE-AWMA™: Senior Vice President

Trent Grzegorczyk: Senior Vice President

“We are honored to receive the Five Star Wealth Manager awards,” said Tom Moran, Chairman, CEO, and CIO of Moran Wealth Management®. “These awards reflect our firm’s unwavering commitment to excellence and our dedication to delivering exceptional asset and wealth management services to our clients”

The Five Star Wealth Manager award follows Moran Wealth’s placement on Financial Planning’s Top 150 Fee-Only IRA Firms, where the firm ranked #70 on the annual rankings. Moran Wealth Management® is committed to delivering personalized, strategic financial solutions designed to help clients achieve their long-term financial goals. For more information on Moran Wealth Management®, call (239) 920-4440 or visit MoranWM.com.

Founded in 2003, the annual Five Star award program is the largest and most widely published award program in North America. To receive the Five Star Wealth Manager award, candidates must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients, including assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.

Read the full list here.

About Moran Wealth Management®

Moran Wealth Management, LLC, is a registered investment adviser offering personalized wealth management services. Registration does not imply a certain level of skill or training. For additional information about Moran Wealth Management, LLC, including its services and fees, request the firm’s disclosure brochure using the contact information above or visit adviserinfo.sec.gov.

This commentary is for informational purposes only and does not constitute investment advice, a recommendation, or an offer or solicitation to buy or sell any securities. The views expressed are those of the author(s) as of the date of publication and are subject to change without notice. Past performance is not indicative of future results.

This material may have been prepared using data and analysis from a variety of sources, including but not limited to: Bloomberg, FactSet, Morningstar, S&P Global, Moody’s, Refinitiv, Capital IQ, CRSP, FRED, IMF, World Bank, OECD, and other third-party research providers. Additionally, portions of this content may have been generated or reviewed with the assistance of artificial intelligence tools, including OpenAI’s large language models or similar technologies. While we believe these sources to be reliable, we do not guarantee their accuracy or completeness.

Moran Wealth Management is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. For more information about our services, fees, and potential conflicts of interest, please refer to our Form ADV Part 2A, available upon request.