Human Resources Officer Katie Schold Joins Moran WM Team

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 Katie Schold to Human Resources Officer and Client Associate. Within her new roles, she is committed to maintaining existing and new client relationships through operational and administrative functions.

A graduate of the Florida Institute of Technology with an M.A. in Organizational Leadership, Schold is an analytical problem-solver, embodying critical independent, decision-making skills. Most recently, she spent six years at Process Research & Optimization, including as the Director of Marketing and Sales.

“Having the opportunity to work in such a renowned firm and help clients navigate the investment process is truly awe-inspiring,” said Schold. “I look forward to improving upon my talents to continue the legacy that Moran has built.”

“Katie is an energetic leader and natural team motivator who provides excellent customer relations aptitude and relationship-building skills,” said Tom Moran Chairman, CEO and CIO of Moran Wealth Management®. “Her sound judgment and dedication to her role will no doubt positively impact our firm’s success.”

Schold, a native of Manchester, New Hampshire, will join at a pivotal time for the firm which continues to earn both widespread local and national recognition. The firm was recently named as one of the Barron’s 2022 Top 100 Private Wealth Management Teams while Tom Moran himself was 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. Earlier this year, he was also 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.

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