With over 30 years of experience in financial services, Tom Moran serves as Chairman, CEO, and Chief Investment Officer of Moran Wealth Management®, an independent Registered Investment Advisory (RIA) firm dedicated to serving high-net-worth individuals and families. Under Tom’s leadership, the firm has grown into a nationally recognized team of over 40 professionals, known for its tailored investment solutions and unwavering commitment to putting clients’ interests first.
As an Accredited Investment Fiduciary® (AIF®), Tom upholds the highest standard of fiduciary care—placing clients’ interests ahead of his own. This designation reflects his core values and underscores a differentiated approach compared to many traditional broker-dealers. Through the expanded capabilities of Moran Wealth Management®, he continues to deliver client-centric, innovative strategies rooted in discipline and excellence.
Tom has received national recognition for both his professionalism and success. Barron’s has ranked him the #1 Financial Advisor in Southwest Florida for over 15 years and consistently included him on its Top 100 Advisors and Top 100 Independent Advisors lists (2019–2022, 2024). In 2019, he was inducted into the Barron’s Hall of Fame. Additionally, Moran Wealth Management® has been named one of Barron’s Top 100 Private Wealth Management Teams (2019, 2021–2022).
Forbes named Tom to its Best-In-State Wealth Advisors list (2018–2022) and included him among the Top 250 Wealth Advisors nationwide (2019–2021). The firm was also recognized as a Top RIA by Forbes in 2023 and 2024. Financial Times recognized him on its Top 400 Financial Advisors in the U.S. list in multiple years (2013, 2014, 2016–2019).
A Phi Beta Kappa graduate of the University of Colorado, Tom is a sought-after speaker on the economy and financial markets, regularly presenting to professional audiences across the country. He has been featured in publications such as Barron’s, Forbes, and other leading media outlets, and is widely published on topics related to investing and macroeconomics.
In addition to his professional accomplishments, Tom is deeply committed to philanthropy. Together with his wife of 38 years, Sandi, he supports a range of causes focused on children and the arts. The couple are Lifetime Trustees of the Naples Children & Education Foundation (NCEF) and served as co-chairs of the Naples Winter Wine Festival in 2015 and 2016—raising over $24 million for underserved children of Collier County. They also pledged $5 million to support the construction of the Moran Mainstage in the new Gulfshore Playhouse Baker Theatre and Education Center, demonstrating their continued commitment to cultural enrichment.
Tom has previously served on the Naples Board of Advisors for the James Madison Institute and is Chairman Emeritus of the Board of Opera Naples. His leadership and impact have earned him numerous honors, including:
2010: Philanthropist of the Year – Lifetime Achievement Award
2012: Gulfshore Life Men & Women of the Year
2015: Invest in Others Community Leadership Award
2015 & 2016: Stars in the Arts Award, United Arts Council
2017: Naples Illustrated Man of the Year
Tom and Sandi have four accomplished children. Kylen, a Williams College Honors graduate with an MBA from Columbia, and Patrick, a Harvard alum, both work at the firm. Shane holds a BA in Economics from Sewanee and a master’s in management from the University of Notre Dame. Their eldest son, Kevin, is a Cornell graduate and holds a PhD in Entomology from Carleton University in Ottawa.
With over 30 years of experience in financial services, Tom Moran serves as Chairman, CEO, and Chief Investment Officer of Moran Wealth Management®, an independent Registered Investment Advisory (RIA) firm dedicated to serving high-net-worth individuals and families. Under Tom’s leadership, the firm has grown into a nationally recognized team of over 40 professionals, known for its tailored investment solutions and unwavering commitment to putting clients’ interests first.
As an Accredited Investment Fiduciary® (AIF®), Tom upholds the highest standard of fiduciary care—placing clients’ interests ahead of his own. This designation reflects his core values and underscores a differentiated approach compared to many traditional broker-dealers. Through the expanded capabilities of Moran Wealth Management®, he continues to deliver client-centric, innovative strategies rooted in discipline and excellence.
Tom has received national recognition for both his professionalism and success. Barron’s has ranked him the #1 Financial Advisor in Southwest Florida for over 15 years and consistently included him on its Top 100 Advisors and Top 100 Independent Advisors lists (2019–2022, 2024). In 2019, he was inducted into the Barron’s Hall of Fame. Additionally, Moran Wealth Management® has been named one of Barron’s Top 100 Private Wealth Management Teams (2019, 2021–2022).
Forbes named Tom to its Best-In-State Wealth Advisors list (2018–2022) and included him among the Top 250 Wealth Advisors nationwide (2019–2021). The firm was also recognized as a Top RIA by Forbes in 2023 and 2024. Financial Times recognized him on its Top 400 Financial Advisors in the U.S. list in multiple years (2013, 2014, 2016–2019).
A Phi Beta Kappa graduate of the University of Colorado, Tom is a sought-after speaker on the economy and financial markets, regularly presenting to professional audiences across the country. He has been featured in publications such as Barron’s, Forbes, and other leading media outlets, and is widely published on topics related to investing and macroeconomics.
In addition to his professional accomplishments, Tom is deeply committed to philanthropy. Together with his wife of 38 years, Sandi, he supports a range of causes focused on children and the arts. The couple are Lifetime Trustees of the Naples Children & Education Foundation (NCEF) and served as co-chairs of the Naples Winter Wine Festival in 2015 and 2016—raising over $24 million for underserved children of Collier County. They also pledged $5 million to support the construction of the Moran Mainstage in the new Gulfshore Playhouse Baker Theatre and Education Center, demonstrating their continued commitment to cultural enrichment.
Tom has previously served on the Naples Board of Advisors for the James Madison Institute and is Chairman Emeritus of the Board of Opera Naples. His leadership and impact have earned him numerous honors, including:
2010: Philanthropist of the Year – Lifetime Achievement Award
2012: Gulfshore Life Men & Women of the Year
2015: Invest in Others Community Leadership Award
2015 & 2016: Stars in the Arts Award, United Arts Council
2017: Naples Illustrated Man of the Year
Tom and Sandi have four accomplished children. Kylen, a Williams College Honors graduate with an MBA from Columbia, and Patrick, a Harvard alum, both work at the firm. Shane holds a BA in Economics from Sewanee and a master’s in management from the University of Notre Dame. Their eldest son, Kevin, is a Cornell graduate and holds a PhD in Entomology from Carleton University in Ottawa.