NAPLES, Fla. – January 2023 – 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 Justin Roth 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, interpreting, and presenting data related to the markets, operations, and general economy to track and identify patterns and relationships.
Earning his B.S. from Florida Gulf Coast University in Finance and Economics, Roth has immersed himself in the industry by also earning Securities Industry Exam, SolidWorks, and Bloomberg Market Concepts certifications. At Moran, he will assist in the development and maintenance of investment strategies as well as focus on trading, liquidating securities, and client portfolio management.
“I look forward to taking this next step in my career with such a well-respected firm and learning from some of the top analysts in the industry,” said Roth. “By identifying financial risk patterns based on past events, and keeping our clients abreast of financial news, trends and events, we can help them make the best decision for their financial futures.”
“Justin is eager to capitalize on his investment skills and truly cares about the client experience which is why he know he will be a strong part of our team here at Moran Wealth Management®,” said Tom Moran, Chairman, CEO and CIO.
Roth comes to Moran from Visalia, California and previously interned at German based ZF Friedrichshafen as a finance engineering analyst. He now spends his time volunteering in the Naples community at Interfaith Food Pantry. Roth will join Moran during a time of continued widespread recognition within the past year including earning a coveted spot as one of the Barron’s 2022 Top 100 Private Wealth Management Teams. 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 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.