Meet Moran Wealth

Search or filter our team members below

AIF®
Chairman | CEO | CIO
President
CFA
Managing Director | Head of Quantitative Strategies
CFA
Chief Strategy Officer
CPWA®
Senior Vice President
CFP®
Senior Vice President
CFP®, CLU®, ChFC®, RICP®
Senior Vice President
CFP®, ChFC®, SE-AWMA™
Chief Operations Officer
Senior Vice President
CFP®, ChFC®
Executive Vice President
CFP®
Financial Consultant
CIMA®, CQF, CIPM
Chief Data Officer