SOURCE: Moran Edwards Asset Management Group

Moran Edwards Asset Management Group

April 19, 2012 09:17 ET

Moran Named in Barron's Top 100 Financial Advisors

NAPLES, FL--(Marketwire - Apr 19, 2012) - For the third consecutive year, Thomas Moran, Managing Director - Investments Senior PIM Portfolio Manager of Moran Edwards Asset Management Group of Wells Fargo Advisors, has been named to Barron's annual list of America's Top 100 Financial Advisors.

Barron's is a financial weekly newspaper published by Dow Jones & Company since 1921. Barron's 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. Moran says he is thrilled with the designation. "With over 250,000 financial advisors in the nation, I am honored to be considered among the top 100."

Moran's Top 100 honor follows his previous acknowledgement by Barron's in its "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 from 2009 through 2012.

Moran is a 30-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 a top fee-based financial advisor. In addition to his recognitions by Barron's, Moran was also chosen as one of the prestigious Top 100 Wirehouse Advisors in the September 2011 issue of Registered Rep magazine.

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. Tom and his wife of 25 years, Sandi, are Trustees for the Naples Children & Education Foundation (NCEF), which organizes the Naples Winter Wine Festival, an annual event benefiting local charities committed to assisting underprivileged and at risk children. Tom and Sandi have underwritten events for Youth Haven, Hope for Haiti, Opera Naples, The United Arts Council, the Shelter for Abused Women & Children, ArtsNaples and The American Cancer Society. Tom is a member of the Financial Advisory Committee for the Culinary and Hospitality Education Foundation (CHEF), the Grant Committee for the Naples Children & Education Foundation and is the former president of The Learning Connection of Naples. Because of his exemplary commitment to the community, The Education Foundation of Collier County selected Tom as one of their "Men of Distinction" for 2010. In recognition of their remarkable work and impact within the Naples community, Tom and Sandi Moran received the 2010 Philanthropist of the Year's Lifetime Achievement award.

Moran Edwards Asset Management Group, formerly known as the Moran Asset Management Group, is a money management practice. The group is responsible for managing in excess of $2 billion in client assets as of December 31, 2011 and has served the Naples community for over 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.

Barron's Top 1000 Advisors: Ranking based on data provided by over 4,000 of the nation's most productive advisors. Factors considered: Assets under management, revenues, regulatory record, quality of practice and philanthropic work. Institutional assets given less weight. Portfolio performance not explicit component.

Barron's Top 100 Financial Advisors: Criteria was based on thousands of filtered nominations from investment, insurance, banking and other related firms, which were narrowed down by quantitative and qualitative criteria as well as by examining regulatory records and talking with peers, supervisors, clients and the advisors themselves. Portfolio performance is not a criterion because most advisors do not have audited track records.

Registered Rep Magazine's Top 100 Wirehouse Advisors (2011): The complete list of financial advisors recognized on the "2011 Top 100 Wirehouse Advisors" Publication is available in the September 2011 issue of Registered Rep. magazine or online at http://registeredrep.com. The 2011 list of Top 100 Wirehouse Advisors in America was assembled by Meridian-IQ, in which Penton Media is an investor. Advisors are ranked by assets under management, effective June 30. Only those advisors for whom a majority of assets correspond to retail clients were eligible for the list. Meridian confirmed its data with Morgan Stanley Smith Barney, Merrill Lynch Global Wealth Management, Wells Fargo Advisors and UBS Financial Services.

About Wells Fargo Advisors:
With more than $1.1 trillion in client assets as of December 31, 2011, Wells Fargo's brokerage businesses comprise 15,263 full-service financial advisors and 3,548 licensed bankers. This vast network of advisors, one of the nation's largest, serves clients through offices in all 50 states and the District of Columbia. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC (members SIPC). Statistics include other broker-dealers of Wells Fargo & Company.

Investment products and services are offered through Wells Fargo Advisors, LLC 0412-2444

About Wells Fargo:
Wells Fargo & Company is a nationwide, diversified, community-based financial services company with $1.3 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 banking stores, 12,000 ATMs, the Internet (wellsfargo.com and wachovia.com), and other distribution channels across North America and internationally. With approximately 270,000 team members, Wells Fargo serves one in three households in America. Wells Fargo & Company was ranked #23 on Fortune's 2011 rankings of America's largest corporations. Wells Fargo's vision is to satisfy all our customers' financial needs and help them succeed financially.

Investment and Insurance products:
Not FDIC-Insured by FDIC or any Federal Government Agency
Not a Deposit of or Guaranteed by a Bank or Any Affiliate
May Lose Value

Investment products and services are offered through Wells Fargo Advisors, LLC, Wells Fargo Advisors, LLC, Member SIPC, is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company

Contact Information

  • Contact:
    Jennifer Hawke
    239.254.2238