A complete list of active advisors currently associated with Moran Wealth Management, LLC

Warmer can help you find a great advisor at Moran Wealth Management, LLC or one who fits your needs even better.

Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations and retirement plans, offering financial planning, consulting, family office services, and both discretionary and non‑discretionary investment management. The firm also operates a sub‑advisory business under the Pelican Bay Capital Management name and provides consulting on variable annuity contracts through relationships with RetireOne and DPL. MWM manages assets using proprietary model portfolios and strategies developed internally with support from external research, employing quantitative, technical and fundamental analysis across mutual funds, ETFs, individual equities, fixed income and alternative investments. Through PBCM the firm offers distinct strategies — including a Concentrated Value portfolio that holds a limited number of long equity positions with an unconstrained, value‑oriented approach and a Dynamic Income Allocation portfolio that allocates primarily to ETFs for diversified income — and makes certain models available via Envestnet and other model‑delivery programs. The firm’s brochure discloses predecessor performance and related historical information, a practice that is relatively uncommon among multi‑team advisers and may be useful for evaluating track records. MWM has also filed for an international adviser exemption in Ontario, provides an extensive family office offering and discloses an affiliation with William Raveis — features and potential conflicts the brochure describes in detail.

To learn more about the advisors currently working at Moran Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.