Perspectives Based on Knowledge
Guidance Forged by Experience
Tom Moran Named a 2025 Barron’s Top 1200 Financial Advisor
Our Chairman, CEO, and CIO, Tom Moran has been named as the #1 financial advisor in SWFL by Barron’s.
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Moran Wealth Announces Kaitlin Poterack as Client Service Specialist
Moran Wealth Management® welcomes Kaitlin Poterack to the team as Client Service Specialist.
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Arian Mirfakhraee Receives CETF® Designation
Moran Wealth Management® recognizes Portfolio Manager Arian Mirfakhraee for CETF® designation.
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MWM Named to 2024 RIA Leaders List
Recognizing our leadership in wealth management, Moran Wealth Management® is named to Financial Planning's 2024 RIA Leaders.
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MWM Named One of the Best RIAs to Work For in 2024
Commitment to creating an exceptional workplace, Moran Wealth Management® is named to Financial Planning's 2024 list of the 52 Best Places to Work for RIAs.
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MWM Named as a Best Workplace in Money Management
Focused on supporting our team and clients, Moran Wealth Management® is named to Financial Planning's 2024 Best Places to Work in Money Management.
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How the 2026 Estate Tax Expiration Impacts Estate Planning
Beginning in 2026, the estate tax exemption is set to decrease to pre-2017 levels, which could potentially alter estate planning considerations for certain individuals and families.
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Year-End Tax Strategies for 2024: Maximize Your Tax Savings While Avoiding Penalties
As the end of the calendar year approaches, many taxpayers have begun proactive planning measures in an effort to save money and avoid penalties.
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Private Equity’s Promise Excites Some Wealth Advisers but Leaves Others Cold
Chelsea Ganey of Moran Wealth reflects on the evolving landscape of private equity.
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Moran Monthly Digest: December 2024