NAPLES, Fla. –February 2023– Moran Wealth Management®, an investment management firm based in Naples, Florida, which serves sophisticated investors with personalized and customizable strategies, announces that Senior Vice President Michael Mongin has attained the designation of Certified Private Wealth Advisor® (CPWA®), the premier certification for private wealth advisors. The CPWA® is an advanced professional certification earned by seasoned advisors who wish to deliver the latest, most advanced knowledge and techniques to address the sophisticated needs of high-net-worth clients.
With over three decades of experience in the Private Wealth and Investment Management industry, Mr. Mongin leverages his extensive education, professional acumen, and specialized skills, along with his CPWA® certification, to offer comprehensive, holistic planning and lead clients through their journey of wealth needs.
“Working with a Certified Private Wealth Advisor®, clients can be confident that they are receiving the best advice and guidance when making asset management and other wealth decisions.” said Mr. Mongin. “As Moran Wealth Management® continues to expand our client service capacity, so does the need for advanced knowledge and skill. I very much look forward to entering this new chapter together.”
Mr. Mongin has been with Moran Wealth Management® since 2019. Fulfilling his lifelong ambition to serve as an executive leader in the profession, he provides valuable assistance in helping clients through the complexities of financial markets with high quality information and integrated planning. In addition to attaining the CPWA® through the Yale University School of Management program, Mr. Mongin has earned his JD from Albany Law School and is a graduate of Hartwick College with a BA in political science and business.
For more information on Moran Wealth Management®, call (239) 920-4440 or visit MoranWM.com.
Moran Wealth Management®, LLC is a registered investment adviser. For additional information about Moran Wealth Management®, LLC, including its services and fees, send for the firm’s disclosure brochure using the contact information above or visit advisorinfo.sec.gov
Moran Wealth Management® is a separate entity and not affiliated with any other entity or practice that uses the same name.