NAPLES, Fla., Nov. 3, 2011 /PRNewswire/ -- Thomas M. Moran, Managing Director - Investments Senior PIM Portfolio Manager of Moran Edwards Asset Management Group of Wells Fargo Advisors, was chosen to serve as a panelist at the 7th annual Barron's Winner's Circle Top Advisors Summit, hosted by Barron's magazine in September.
This exclusive conference promotes best practices and generates new ideas across the financial management industry. Workshops led by Barron's Top 100 Financial Advisors explore current issues from business development ideas, managing high-net-worth accounts and families to portfolio management and retirement planning.
Moran served as a panelist in the session titled, "Maintaining a Disciplined Investment Process in a Maddening Market Environment," which was hosted by Barron's Managing Director, Advisor Programs, Sterling Shea.
"Because the summit brings together key leaders and top decision makers from around the country, it is recognized by the financial advisor community as the industry's leading event," said Ed Finn, editor and president of Barron's. "The ideas and discussions generated there equip attendees to provide sound investment and financial advice to their clients, which is vital given the challenging economic and market conditions of today."
With over 30 years of experience in the financial services industry, Tom Moran was named by Barron's magazine as the number one Advisor in Southwest Florida among its top 1000 financial advisors in 2011. For the second year in a row, he was also named to Barron's annual list of America's top 100 financial advisors and ranked number one in Southwest Florida. He was also recently named to the prestigious Top 100 Wirehouse Advisors list in the September 2011 issue of Registered Rep magazine. Tom's experience and solid reputation as an expert in his field has also made him a reliable source for various media outlets and speaking engagements. He has been interviewed and quoted by Forbes, Barron's and Gulfshore Business, and has authored articles on a variety of financial and economic topics for local and national industry magazines.
Moran Edwards Asset Management Group is responsible for managing in excess of $2 billion in client assets as of June 30, 2011.
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