Thomas Moran, AIF®
- Thomas.Moran@MoranWM.com
- 239-920-4440
- Add to contacts
With over 30 years in financial services, Tom Moran leads Moran Wealth Management®, an independent Registered Investment Advisory (RIA) firm serving high-net-worth individuals and families. Under his direction, the firm has become a nationally recognized team of more than 40 professionals—known for its tailored investment strategies and steadfast fiduciary commitment to clients' best interests.
As an Accredited Investment Fiduciary® (AIF®), Tom upholds the highest ethical standard, always placing clients' needs before his own. This distinction defines both his philosophy and the firm 's disciplined, research-driven approach to private wealth management.
Tom 's leadership has earned national recognition. Barron 's has ranked him the #1 Financial Advisor in Southwest Florida for over 15 years and consistently listed him among its Top 100 Advisors and Top 100 Independent Advisors (2019-2022, 2024), inducting him into the Barron 's Hall of Fame in 2019. Moran Wealth Management® has also appeared on Barron 's Top 100 Private Wealth Management Teams (2019, 2021-2022).
Forbes named Tom to its Best-in-State Wealth Advisors (2018-2022) and Top 250 Wealth Advisors (2019-2021) lists, and recognized the firm as a Top RIA in 2023 and 2024. Financial Times included him among the Top 400 Financial Advisors in the U.S. (2013, 2014, 2016-2019).
A Phi Beta Kappa graduate of the University of Colorado, Tom is a sought-after speaker on the economy and financial markets. His insights have appeared in Barron 's, Forbes, and other leading media, and he is widely published on investing and macroeconomics.
Beyond finance, Tom and his wife of 38 years, Sandi, are deeply committed to philanthropy. Lifetime Trustees of the Naples Children & Education Foundation (NCEF), they co-chaired the Naples Winter Wine Festival in 2015 and 2016, raising over $24 million for underserved children in Collier County. Their $5 million gift to Gulfshore Playhouse 's new Baker Theatre and Education Center—home to the Moran Mainstage—underscores their enduring support for the arts.
Tom has served on the Naples Board of Advisors for the James Madison Institute and as Chairman Emeritus of Opera Naples. His leadership and civic dedication have earned multiple honors:
• 2010: Philanthropist of the Year - Lifetime Achievement Award
• 2012: Gulfshore Life Men & Women of the Year
• 2015: Invest in Others Community Leadership Award
• 2015 & 2016: Stars in the Arts Award, United Arts Council
• 2017: Naples Illustrated Man of the Year
Tom and Sandi have four accomplished children. Kylen, a Williams College honors graduate with an MBA from Columbia, and Patrick, a Harvard alum, both work at the firm. Shane earned a BA in Economics from Sewanee and a Master 's in Management from Notre Dame, while their eldest, Kevin, is a Cornell graduate with a PhD in Entomology from Carleton University in Ottawa.
For more than three decades, I’ve helped clients grow and protect their wealth through disciplined, research-driven investing. Our holistic approach combines integrity, expertise, and an unwavering commitment to our clients’ best interests. With a diverse team of professionals, we proudly serve multiple generations with thoughtful, personalized guidance.
Thomas Moran, AIF®
- Thomas.Moran@MoranWM.com
- 239-920-4440
- Add to contacts
As an Accredited Investment Fiduciary® (AIF®), Tom upholds the highest standard of fiduciary care—placing clients’ interests ahead of his own. This designation reflects his core values and underscores a differentiated approach compared to many traditional broker-dealers. Through the expanded capabilities of Moran Wealth Management®, he continues to deliver client-centric, innovative strategies rooted in discipline and excellence.
Tom has received national recognition for both his professionalism and success. Barron’s has ranked him the #1 Financial Advisor in Southwest Florida for over 15 years and consistently included him on its Top 100 Advisors and Top 100 Independent Advisors lists (2019–2022, 2024). In 2019, he was inducted into the Barron’s Hall of Fame. Additionally, Moran Wealth Management® has been named one of Barron’s Top 100 Private Wealth Management Teams (2019, 2021–2022).
Forbes named Tom to its Best-In-State Wealth Advisors list (2018–2022) and included him among the Top 250 Wealth Advisors nationwide (2019–2021). The firm was also recognized as a Top RIA by Forbes in 2023 and 2024. Financial Times recognized him on its Top 400 Financial Advisors in the U.S. list in multiple years (2013, 2014, 2016–2019).
A Phi Beta Kappa graduate of the University of Colorado, Tom is a sought-after speaker on the economy and financial markets, regularly presenting to professional audiences across the country. He has been featured in publications such as Barron’s, Forbes, and other leading media outlets, and is widely published on topics related to investing and macroeconomics.
In addition to his professional accomplishments, Tom is deeply committed to philanthropy. Together with his wife of 38 years, Sandi, he supports a range of causes focused on children and the arts. The couple are Lifetime Trustees of the Naples Children & Education Foundation (NCEF) and served as co-chairs of the Naples Winter Wine Festival in 2015 and 2016—raising over $24 million for underserved children of Collier County. They also pledged $5 million to support the construction of the Moran Mainstage in the new Gulfshore Playhouse Baker Theatre and Education Center, demonstrating their continued commitment to cultural enrichment.
Tom has previously served on the Naples Board of Advisors for the James Madison Institute and is Chairman Emeritus of the Board of Opera Naples. His leadership and impact have earned him numerous honors, including:
2010: Philanthropist of the Year – Lifetime Achievement Award
2012: Gulfshore Life Men & Women of the Year
2015: Invest in Others Community Leadership Award
2015 & 2016: Stars in the Arts Award, United Arts Council
2017: Naples Illustrated Man of the Year
Tom and Sandi have four accomplished children. Kylen, a Williams College Honors graduate with an MBA from Columbia, and Patrick, a Harvard alum, both work at the firm. Shane holds a BA in Economics from Sewanee and a master’s in management from the University of Notre Dame. Their eldest son, Kevin, is a Cornell graduate and holds a PhD in Entomology from Carleton University in Ottawa.
For more than three decades, I’ve helped clients grow and protect their wealth through disciplined, research-driven investing. Our holistic approach combines integrity, expertise, and an unwavering commitment to our clients’ best interests. With a diverse team of professionals, we proudly serve multiple generations with thoughtful, personalized guidance.
