Stefanie Murray Receives CFP® Certification

December 15, 2025

NAPLES, Florida – December 2025 – Moran Wealth Management^®, a leading independent Registered Investment Adviser based in Naples, Florida, is proud to announce that Stefanie Murray, Senior Client Relationship Manager, has earned the CERTIFIED FINANCIAL PLANNER® certification.

The CERTIFIED FINANCIAL PLANNER^TM designation is one of the most recognized credentials in the financial planning profession. It is designed to ensure that financial planners meet rigorous education, examination, experience, and ethics requirements.

Key aspects of the CFP^® certification include:

Diverse Knowledge: Candidates must complete a detailed course of study covering investment, tax, retirement, estate, and insurance planning.
Rigorous Examination: The CFP^® exam is a nationally standardized test assessing the ability to apply financial planning knowledge to real-life client situations.
Experience Requirement: Candidates must demonstrate significant professional experience related to delivering financial planning services.
Ethics and Standards: All CFP^® professionals commit to a high standard of ethics and ongoing continuing education to maintain their certification.

“We are extremely proud of Stefanie’s accomplishment,” said Tom Moran, AIF^®, Chairman and CEO. “The CFP^®certification reflects her dedication to professional excellence and her commitment to delivering exceptional value to the clients we serve. Stefanie continues to elevate the standard of care we provide.”

As a Senior Client Relationship Manager, Murray plays a key role in strengthening client relationships, supporting advisors, and ensuring that each client’s needs are met with care, accuracy, and consistency. Her work is instrumental in supporting client satisfaction and long-term retention.

“Earning the CFP^® certification is an important milestone for me,” said Murray. “I am grateful for the opportunity to deepen my expertise and to continue supporting our clients with the highest level of care and professionalism.”

For more information on Moran Wealth Management®, call 239.920.4440 or visit MoranWM.com.

CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.

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Alternative Investments (e.g., private equity, hedge funds, real estate) are speculative, illiquid, and carry high risk, including potential loss of principal. They are not suitable for all investors. Diversification does not guarantee profit. Consult your advisor regarding suitability.

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