Meet Moran Wealth

Advice & Planning

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Thomas Moran

AIF®

Chairman | CEO | CIO

Donald Drury

President

Charles Chesebrough Jr.

CFA

Managing Director | Head of Quantitative Strategies

Michael Mongin

CPWA®

Senior Vice President

Julie Rich

CFP®

Senior Vice President

Aaron Simpson

CFP®, CLU®, ChFC®, RICP®

Senior Vice President

Ryan Frank

CFP®, ChFC®, SE-AWMA™

Chief Operations Officer

Trent Grzegorczyk

Senior Vice President

Corey Grant

CFP®, ChFC®

Executive Vice President

Devon Banning

CFP®

Financial Consultant