Thomas Moran Aif® Email & Phone Number

With more than 30 years’ experience in the financial services industry, Tom Moran is Chairman, CEO and CIO of Moran Wealth Management, an independent Registered Investment Advisory firm with a comprehensive team of more than 40 professionals. Unlike broker-dealers, RIAs have a higher obligation to put client interests first. “As an Accredited Investment Fiduciary (AIF®), I am sworn to act in the best interests of every client,” says Moran. “It is an obligation of the designation I accept humbly and enthusiastically. Not all financial advisors are held to this standard.” In this new, expanded capacity, Moran Wealth Management® can provide an even broader array of investment solutions and services that meet the needs of high-net-worth individuals. This greater capability reflects Tom’s commitment to delivering the best, most comprehensive service possible.Highly respected nationally for his experience, professional conduct, and success, Tom has received important accolades from industry giants. Barron’s has ranked Tom as the #1 Financial Advisor in Southwest Florida for more than 10 years, one of the Top 100 Advisors nationally, and a Top 100 Independent Advisor in 2020, 2021 and 2022, earning him placement in the Barron’s Hall of Fame. Additionally, Barron’s recognized Moran Wealth Management® as a Top 100 Team in 2021 and 2022.Forbes ranked Tom on the 2020 – 2022 Best-In-State lists for Florida, complementing his inclusion on the 2016-2021 Top 250 Wealth Advisor List. He was also listed by Financial Times among the Top 400 Advisors in 2013, 2014, 2016, 2017, 2018 and 2019, which identifies the top financial advisors at broker-dealers across the United States.Tom is often invited to lecture before financial professionals and individual organizations across the United States on the economy and financial markets. Leading industry publications, including Barron’s and Gulfshore Business, feature Tom’s insights, and articles he has authored on a variety of financial and economic topics.Along with Sandi, his wife of 37 years, he is particularly devoted to children’s charities and the arts. Tom is Chairman Emeritus of the Board for Opera Naples. The Education Foundation of Collier County recognized Tom as one of their 2010 Men of Distinction for his exemplary commitment to the community. In 2015, Naples Daily News included Tom as one of their first 25 over 50 honorees for his distinguished philanthropic efforts and achievements.

Listed skills include Financial Advisory, Asset Allocation, Equities, Investment Strategies, and 3 others.

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  University Of Colorado