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.
- All
- Commentary
- Insights
- Newsroom
- All
- Commentary
- Insights
- Newsroom
Implications of the Supreme Court Ruling in Connelly v. US for Business Owners
The recent Supreme Court ruling in Connelly v. United States has sent shockwaves through the business community, particularly concerning how life insurance proceeds are treated in the context of business ...
Read More →
Long Term Care Planning Options: Why They’re Important and How They’ve Changed
October is Long Term Care Planning Awareness Month and, for many Americans, important information about the different options available to them could make a significant impact on their lives or ...
Read More →
Moran Wealth Announces Charlie Sonalia as Client Operations Specialist
Moran Wealth Management® welcomes Charlie Sonalia to the team as Client Operations Specialist.
Read More →
Tom Moran earns a spot on 2024 Top 100 Independent Advisors
We're thrilled to announce that Barron's ranked Tom Moran as the top independent advisor in FL and #8 nationally. Click to view the rankings.
Read More →
Moran Monthly Digest: September 2024
September 2024 message and insights from our founder, Tom Moran.
Read More →
Moran Monthly Digest: June 2024
June 2024 message and insights from our founder, Tom Moran.
Read More →
Moran Monthly Digest: October 2024