Mike is a Senior Vice President at Moran Wealth Management® with over 30 years of experience in Private Wealth and Investments. He holds a BA in political science/business management from Hartwick College and a JD from Albany Law School. A Certified Private Wealth Advisor® and retired attorney, Mike specializes in delivering high-quality financial advisory services, including investments, retirement, estate succession, philanthropy, and integrated wealth planning.
Mike began his career in New York as a partner at The Ayco Company, Goldman Sachs’ financial planning division. After 15 years, he moved to Orlando, FL, where he served in senior wealth advisory roles at Wells Fargo Private Bank and GenSpring Family Offices. In 2019, he joined Moran Wealth Management®.
Mike and his wife, Jodi, have four children and live in Naples. Passionate about music, theater, and sports, they enjoy golf, volleyball, basketball, pickleball, and tennis. Mike is active in the community, serving as a Planned Giving advisor on the Gulfshore Playhouse Board and volunteering with Habitat for Humanity. He has also held leadership roles with the American Red Cross and coached youth basketball for USA Basketball.
Mike is a Senior Vice President at Moran Wealth Management® with over 30 years of experience in Private Wealth and Investments. He holds a BA in political science/business management from Hartwick College and a JD from Albany Law School. A Certified Private Wealth Advisor® and retired attorney, Mike specializes in delivering high-quality financial advisory services, including investments, retirement, estate succession, philanthropy, and integrated wealth planning.
Mike began his career in New York as a partner at The Ayco Company, Goldman Sachs’ financial planning division. After 15 years, he moved to Orlando, FL, where he served in senior wealth advisory roles at Wells Fargo Private Bank and GenSpring Family Offices. In 2019, he joined Moran Wealth Management®.
Mike and his wife, Jodi, have four children and live in Naples. Passionate about music, theater, and sports, they enjoy golf, volleyball, basketball, pickleball, and tennis. Mike is active in the community, serving as a Planned Giving advisor on the Gulfshore Playhouse Board and volunteering with Habitat for Humanity. He has also held leadership roles with the American Red Cross and coached youth basketball for USA Basketball.
In observance of New Year’s Day, our office is closed today.
The NYSE is closed in recognition of this federal holiday.
We will resume regular business hours on Friday, January 2nd, 2026.
Thank you for your understanding as we take this time to celebrate the start of a new year and the opportunities it brings.
In observance of Christmas, our office will close at 1:00 PM today in accordance with the early market closure by the NYSE.
Our office will also be closed on Thursday, December 25th, 2025.
We will resume regular business hours on Friday, December 26th, 2025.
Thank you for your understanding as we take this time to celebrate the holiday season.
In observance of Thanksgiving, our office is closed today.
In addition, our office will also close at 1:00 PM on Friday, November 28th, 2025, in accordance with the early market closure by the NYSE.
We will resume regular business hours on Monday, December 1st, 2025.
Thank you for your understanding as we take this time to express gratitude and celebrate with our families.
In observance of Labor Day, our office is closed today.
The NYSE is closed in recognition of this federal holiday.
We will resume regular business hours on Tuesday, September 2nd, 2025.
Thank you for your understanding as we take this time to celebrate the dedication and contributions of workers who build and sustain our communities and nation.
In observance of Independence Day, our office will closed at 1:00 PM today in accordance with the early market closure by the NYSE.
Our office will also be closed on Friday, July 4th, 2025.
We will resume regular business hours on Monday, July 7th, 2025.
Thank you for your understanding as we take this time to honor our nation’s independence and reflect on the enduring principles of liberty and unity that bring us together.
In observance of Juneteenth National Independence Day, our office is closed today.
The NYSE is closed in recognition of this federal holiday.
We will resume regular business hours on Friday, June 20th, 2025.
Thank you for your understanding as we take this time to reflect on the importance of this historic day and its significance to our shared journey toward justice and equality.
In observance of Memorial Day, our office is closed today.
The NYSE is closed in recognition of this federal holiday.
We will resume regular business hours on Tuesday, May 27th, 2025.
Thank you for your understanding as we join the nation in remembering the brave men and women of the armed forces who made the ultimate sacrifice in service to our country.