We are pleased to announce that Kory Kelly has joined Moran Wealth Management® as Client Engagement Manager.
At Moran Wealth Management®, we believe meaningful client relationships are built on trust, transparency, and consistency. These values guide every interaction, beginning with the very first conversation. Kory’s role is designed to support that experience by ensuring prospective clients feel informed and welcomed as they learn more about our approach to wealth management.
As Client Engagement Manager, Kory supports the growth of Moran Wealth Management® through strategic outreach initiatives and relationship development. He serves as an important connection point for individuals and families exploring a potential partnership. From initial introductions through the early stages of a client relationship, he helps ensure communication is clear, responsive, and aligned with the high standards of service Moran Wealth Management® is known for.
“Kory brings a strong combination of analytical skill, relationship-building experience, and a genuine commitment to guiding clients toward financial confidence,” said Tom Moran, AIF®, Chairman, CEO, and CIO of Moran Wealth Management®. “We are thrilled to welcome him to our team and look forward to the impact he will make as we continue to expand and elevate the client experience.”
Kory brings a diverse professional background that includes financial analysis, client relations, and project management. Throughout his career, he has led effective capital allocation and deployment across projects while also supporting operational initiatives designed to improve efficiency and strengthen organizational processes. This experience allows him to understand both the strategic and personal dimensions of wealth management.
His approach to client engagement combines data-driven insight with a strong commitment to personalized service. He recognizes that behind every financial decision is a broader set of goals, concerns, and priorities. By listening carefully and communicating thoughtfully, Kory helps ensure prospective clients feel supported as they navigate important financial conversations and consider whether Moran Wealth Management® is the right fit.
“I am excited to bring my experience to a reputable firm like Moran Wealth Management® and help cultivate client relationships that make a meaningful difference,” Kory shared. “My goal is to ensure every client feels supported, understood, and empowered as they pursue their financial goals.”
Kory is currently pursuing his Series 65 certification as he continues to build his professional expertise and deepen his understanding of investment advisory services. He is committed to ongoing professional development and to contributing positively to the long-term success of Moran Wealth Management®.
Outside the office, Kory values spending quality time with his daughter and enjoys being outdoors. He appreciates activities that allow him to disconnect and recharge, whether that means time at the beach, on the golf course, or exploring mountain landscapes.
We are excited to welcome Kory to Moran Wealth Management® and look forward to the experience, perspective, and care he brings to our team and to the clients we serve.
To learn more about Kory and other members of our marketing team, click here.