Moran Wealth Management Appoints Anthony Stich as Chief Marketing Officer; Kylen O’Keeffe Named Chief Brand Officer
Strategic Brand Evolution at Moran Wealth Management®: New Leadership Appointments Signal a Bold Future for the Preeminent RIA in Southwest Florida.
NAPLES, FL – May 8, 2025 – Moran Wealth Management®, an independent registered investment advisory (RIA) firm with more than $5 billion in assets under management, today announced two strategic leadership appointments to strengthen the firm’s brand and marketing capabilities.
Kylen O’Keeffe has been named Chief Brand Officer—a newly created role responsible for overseeing strategic positioning, brand identity, and the client experience across the firm. As part of this evolution, the firm proudly welcomes Anthony Stich as Chief Marketing Officer to deepen its digital marketing expertise and further expand its reach across new platforms and audiences.
“We are thrilled to announce these appointments as we continue to build upon our world-class leadership team at Moran Wealth Management®,” said Tom Moran, Founder and CEO of Moran Wealth Management®. “Kylen’s passion for our brand and client experience, combined with Anthony’s extensive marketing expertise, positions us to accelerate our growth and further solidify our standing as one of the leading wealth management firms in Southwest Florida.”
Anthony Stich joins Moran Wealth Management® with a distinguished career in financial services marketing, previously serving as Executive Managing Director at MarketCounsel Consulting, Chief Revenue Officer at Entrustody, and most notably as Chief Operating Officer at Advicent – the developer of NaviPlan, Profiles, and Figlo. Throughout his career, Stich has specialized in developing cutting-edge digital strategies, strengthening brand presence, and leading client acquisition initiatives for some of the most recognized firms in the industry.
“Moran Wealth Management® has long set the standard for excellence in wealth management, and we’re excited to add someone of Anthony’s caliber to our leadership team,” said Don Drury, President of Moran Wealth Management®. “Anthony’s proven track record, creativity, and data-driven approach will be pivotal in bringing our brand and service offerings to a new generation of clients.”
“I couldn’t be more excited to join Moran Wealth Management® at such a pivotal moment in the firm’s evolution,” said Anthony Stich, Chief Marketing Officer of Moran Wealth Management®. “This is a firm that understands the power of brand, technology, and client experience in driving meaningful, lasting relationships. I’m energized by the opportunity to help scale the brand and grow our presence across Southwest Florida. It’s a true honor to work alongside Tom, Don, Kylen, and the entire team.”
Moran Wealth Management’s investments in its brand, marketing, and client experience initiatives are part of a broader strategic plan to further differentiate the firm in a competitive landscape while delivering exceptional value to clients. The appointments of Kylen O’Keeffe and Anthony Stich mark the latest milestones in Moran Wealth’s continued growth and innovation journey.
For more information on Moran Wealth Management®, call (239) 920-4440 or visit moranwm.com.
This communication contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed herein will come to pass.
Moran Wealth Management, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. For additional information about Moran Wealth Management, LLC, including its services and fees, request the firm’s disclosure brochure using the contact information above or visit adviserinfo.sec.gov.