Thomas Moran Named to Barron's Magazine Top Advisor List for Fifth Consecutive Year
NAPLES, Fla., March 18, 2014 /PRNewswire/ -- Thomas Moran, Managing Director-Investments and founding member of the Moran Edwards Asset Management Group of Wells Fargo Advisors in Naples, Florida, has been named by Barron's as the #1 Advisor in Southwest Florida in its list of Top 1,200 Advisors.
The Barron's Top 1,200 Advisors ranking is based on data provided by over 4,000 of the nation's most productive advisors. Factors taken into consideration include assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work.
With over 30 years of experience in the financial services industry, Moran was ranked by Barron's as the #1 Advisor in Southwest Florida in its list of Top 1,000 Advisors for 2010, 2011, 2012, and 2013 and now on its list of Top 1,200 Advisors, and was ranked by Barron's among the Top 100 Advisors in the Nation in 2010, 2011, 2012, and 2013. For 2012, he was also named one of the Top 400 Financial Advisors in the country by Financial Times and to the prestigious Top 100 Wirehouse Advisors list for the second consecutive year by Registered Rep Magazine.
As a Senior PIM Portfolio Manager and Managing Director – Investments, as well as a member of the firm's Advisory Council for fee-based money management and trust services, Moran is well-known and respected throughout Wells Fargo Advisors and often lectures before financial professionals and individual organizations throughout the nation on the economy and financial markets and has authored articles on a variety of financial and economic topics for local and national industry magazines.
Moran is deeply engaged in the Naples community and a passionate supporter of numerous organizations. He serves on the board of Youth Haven, the Executive Advisory Board of the United Arts Council, the Naples Board of Advisors for the James Madison Institute, and is Chairman of the Board for Opera Naples. Moran and his wife of 25 years, Sandi, are Trustees for the Naples Children & Education Foundation (NCEF).
Moran Edwards Asset Management Group is a money management practice. The group is responsible for managing in excess of $2 billion in client assets as of September 30, 2013 and has served the Naples community for 30 years. Moran Edwards Asset Management Group is located at 5801 Pelican Bay Boulevard, Suite 200 in Naples. For more information, call 239.254.2200 or visit www.MoranEdwards.com.
SOURCE Moran Edwards Asset Management Group of Wells Fargo Advisors
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