NAPLES, Florida – September 30, 2024 – Moran Wealth Management®, an investment management firm based in Naples, Florida, that provides wealth and asset management services to its clients through comprehensive financial planning, announces Charlie Sonalia as a Client Operations Specialist.
Having spent the last several years working in the hospitality industry, Sonalia brings a passion for service and a strong background in operations to his new role. As a Client Operations Specialist, he will perform administrative duties to maintain client relationships, striving to ensure accuracy in transactions, and provide support in day-to-day operations.
A native of Southwest Florida, Sonalia worked as a meat slicer at Jimmy P’s in Naples prior to joining the firm. He previously worked as a middle manager at Little Masa in Tallahassee. Sonalia first joined the Moran team as an intern in 2022, during which he assisted in a largescale client data conversion that helped ease the firm’s transition process from broker dealer to RIA. He earned his B.S. in Finance from Florida State University and his A.A. in Finance from Florida Gulf Coast University.
“My journey through various roles, from the hospitality industry to financial services, has equipped me with a unique perspective and skill set,” said Sonalia. “I’m excited to bring my passion for service and operations into my new role, and I look forward to leveraging my experience to enhance client satisfaction and contribute to the continued success of our firm.”
“We are thrilled to welcome Charlie to our team as a Client Operations Specialist. His diverse background, from hands-on roles in hospitality to his impactful work during his internship, makes him a valuable addition,” said Tom Moran, Chairman, CEO, and CIO of Moran Wealth Management®. “I believe that Charlie’s dedication and experience will undoubtedly enhance our client services and support our ongoing commitment to excellence.”
For more information on Moran Wealth Management®, call (239) 510-7805 or visit MoranWM.com.
Moran Wealth Management, LLC is a registered investment adviser. 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 communication contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed herein will come to pass. Moran Wealth Management, LLC is a separate entity and not affiliated with any other entity or practice that uses the same name.