NAPLES, Fla. – July 2022 – Moran Wealth Management®, an investment management firm based in Naples, Florida that serves sophisticated investors with personalized and customizable strategies, announces that it has appointed Gavin Schell as Investment Analyst. In his position, he will help Moran’s clients to make the best decision for their financial well-being by researching, analyzing, and interpreting real-time data relating to the markets, operations, and economics of investing.
Earning his B.S. in Finance from Florida Gulf Coast University, Schell quickly capitalized on his passion for the industry by obtaining real-time experience as a member of the school’s Student Managed Investment Fund. He currently volunteers at FGCU’s Wasmer, Schroeder, & Company Bloomberg Terminal Laboratory and serves as role coordinator of the Bloomberg Lab volunteers. At Moran, he will assist in the development and maintenance of investment strategies to generate optimal financial advice and ongoing decision support.
“I am excited to begin this chapter with Moran and assist the firm’s new and longtime clients with decisions that are in their best interest in terms of investing,” said Schell. “Through predictive modeling utilizing back-test financial theories, we are able to guide our clients with unwavering confidence and trust.”
“Gavin possesses an incredible skillset for investing that will undoubtedly translate into continued success for his career as an analyst,” said Tom Moran, Chairman, CEO and CIO of Moran Wealth Management®. “His knowledge and willingness to learn is a tremendous asset to our team at Moran.”
Schell comes to Moran from Irvine, California but holds dual citizenship in New Zealand. He also previously spent six years as a member of the United States Naval Sea Cadet Corps. Schell will join Moran during a time of continued widespread recognition. The firm earned a coveted spot as one of the Barron’s 2022 Top 100 Private Wealth Management Teams this spring. Moran himself was also listed among Barron’s 2022 Top 1,200 Financial Advisors and the Barron’s 2022 Top 100 Financial Advisors in America, the 12th consecutive year for both. Additionally, he was recently named to the Forbes 2022 Best-In-State Wealth Advisors list, the top ranked within the South Florida region.
For more information on Moran Wealth Management®, call (239) 920-4440 or visit MoranWM.com. Moran Wealth Management®, LLC is a registered investment adviser. For additional information about Moran Wealth Management®, LLC, including its services and fees, send for the firm’s disclosure brochure using the contact information contained herein or visit advisorinfo.sec.gov Moran Wealth Management® is a separate entity and not affiliated with any other entity or practice that uses the same name.