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 five 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
“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 (404) 445-2563 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.