Moran Wealth Management® is committed to investing in the next generation of leaders in the financial services industry. We are proud to help local students gain the support and resources they need to be successful beyond the classroom.
Since 2020, MWM has partnered with Barron’s in Education to provide complimentary Barron’s Magazine subscriptions to all students and professors at FGCU’s Lutgert College of Business. Additionally, students have the option to attend webinars with top financial advisors, networking/educational events, sign up for internship opportunities in their area, and stay up to date with current financial news within the market. We have also invited top economics majors from FGCU to attend Moran Wealth Management’s Annual Ritz Carlton Private Client Luncheon, where they have had the opportunity to network with the Moran Wealth Management® team and hear our founder’s insights on current economic trends.
We are also grateful for our team members who are active in the local community to promote financial education to the next generation. Chelsea Ganey—a MWM Chief Strategy Officer and an FGCU alumnus—has lent her time to empowering local finance and economic students since 2020. She joined the Executive Council for the Department of Economics and Finance at FGCU to help advise the department on the needs of local employers, provide thoughts about the school’s programs, and mentor students. As a CFA Society of Naples board member, she co-founded Southwest Florida Woman in Investment Management, which provides programming and networking opportunities for local female investment professionals and students. Most events are free or subsidized for FGCU students, allowing them to expand their professional network and enhance their knowledge of industry trends.
We have also been fortunate to see firsthand the impact we have made on local business students after hiring two recent FGCU grads. In 2020, finance student Gavin Schell received access to Barron’s through the MWM sponsorship. He utilized the professional articles within his core classes for research, analytics, and course projects. “Barron’s is such a prestigious magazine; I was shocked we could view it cost-free as students. I was excited to tab through articles and apply real-life scenarios to the class coursework. It added value to topics we were learning about and gave me a much deeper understanding of market developments,” Gavin stated. Through unrestricted access to Barron’s, Gavin learned how to write an investment thesis on a particular company’s stock. Ultimately, this exposure to real-life stock selection inspired Gavin to pursue a career in investment analysis. Gavin gives credit to the resources he received as a university student for allowing him to enter the workplace with confidence as a Financial Analyst. We are grateful to have Gavin aboard the Moran Wealth Management® team as he researches, analyzes, and interprets real-time data relating to markets, operations, and economics of the overall industry.
Christian Pineda, Moran Wealth Management’s newest Client Associate, was first introduced to Barron’s while attending FGCU’s Financial Policy and Money & Capital Markets classes. These courses segued beyond traditional textbook learning and into monitoring real-time financial events. Through Barron’s articles, Christian gained access to an in-depth analysis of macroeconomic news and stock trends. “Access to Barron’s allowed me as a student to gain a deeper understanding of financial markets and investment strategies. It brought to life the presentations in my core classes. I believe because I had access to Barron’s as an undergrad, I am more prepared to enter the financial industry and apply the knowledge I have gained,” Christian stated. Christian is a wonderful addition to the Moran Wealth Management® team, building long-lasting relationships with clients, assisting in routine account needs, and specializing in BNY Mellon’s Investor Portal to ensure the optimal customer experience.
Moran Wealth Management® is honored to be involved in higher education by providing recourses and mentorship opportunities that have enhanced student educational experiences and supported their transition into the financial industry post-graduation. Students are encouraged to visit www.moranwm.com for upcoming internship opportunities within the firm.
Tom Moran AIF®
Chairman, CEO and CIO
P: 239-920-4440 | F: 239-431-5239
Thomas.Moran@MoranWM.com | www.MoranWM.com
5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108
Equity securities are subject to market risk which means their value may fluctuate in response to general economic and market conditions, the prospects of individual companies, and industry sectors. Investments in equity securities are generally more volatile than other types of securities. There is no guarantee that dividend-paying stocks will return more than the overall stock market. Dividends are not guaranteed and are subject to change or elimination.
Investing in foreign securities presents certain risks not associated with domestic investments, such as currency fluctuation, political and economic instability, and different accounting standards. This may result in greater share price volatility.
The PIM program is not appropriate for all investors. The minimum account size for this program is $50,000.