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Moran named in Barron's top 100 financial advisors

13 May 2010 No Comment

Thomas Moran, Managing Director-Investments and founding member of the Moran Asset Management Group of Wells Fargo Advisors

Thomas Moran, Managing Director-Investments and founding member of the Moran Asset Management Group of Wells Fargo Advisors, has been named to Barron’s seventh annual list of America’s top 100 financial advisors. An interview with Moran, who is ranked number 49, is featured in the April 19 issue of the publication.

Moran’s top 100 honor follows his previous recognition by Barron’s in its “America’s top 1,000 Advisors in the United States,” a state-by-state ranking of which Moran was selected as the number one advisor in Southwest Florida in both 2009 and 2010.

The top 100 advisors ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices.

“With over 300,000 financial advisors throughout the United States, ranking in the top 100 is an enormous honor,” says Moran.

Moran is a 29-year veteran of the securities industry and has received local, national and industry recognition for his ability as a financial advisor. he is a Senior PIM Portfolio Manager – the firm’s highest level designation for an advisor, and is well known throughout the firm as one of the top fee-based financial advisors. A frequent speaker at investment symposiums, he was recognized for his wealth of knowledge and ability to adapt in a downturn economy by Research Magazine, naming him one of Florida’s top advisors in January 2008. he was also named Research Magazine’s 2008 Winner’s Circle in September 2008.

Moran is a Phi Beta Kappa graduate of the University of Colorado. A strong supporter of the Southwest Florida community, he serves on the Corporate Advisory Board of the United Arts Council and on the Board of Directors of Opera Naples, Southwest Florida’s only regional opera company. In addition, he is a member of the board for Youth Haven and the Scholarship Committee for the Culinary and Hospitality Education Foundation.

The Moran Asset Management Group is a money management practice.* the group is responsible for managing in excess of $2 billion in client assets and has served the Naples Community for 29 years. the Group utilizes 15 distinct investment portfolios and has been acknowledged by Nelson’s World best Money Managers as the number one manager in their discipline on three separate occasions. In 2009, Moran’s Conservative Growth Equity Portfolio was ranked number two in its investment category.

Under the direction of founder Thomas Moran, the team of financial advisors has helped clients meet their investment goals, build wealth, and preserve capital with sound financial strategies.

The offices of the Moran Asset Management Group are located at 5801 Pelican Bay Boulevard, Suite 200 in Naples. For more information about the Moran Asset Management Group, call (239) 254-2200 or visit http://www.MoranGroup.wfadv.com.

This story is contributed by a member of the Naples community and is neither endorsed nor affiliated with Naples Daily News

Moran named in Barron's top 100 financial advisors

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