Passionate.
Personable.
Performance Driven.

OUR TEAM

Moran Edwards Asset Management Group of Wells Fargo Advisors is comprised of 28 professional staff members covering a wide range of disciplines, including investments and retirement planning, as well as meeting the unique needs of high-net-worth individuals. We also work with family offices collaborating with our clients' legal, accounting, trusts, and other specialty advisors to seamlessly integrate their investment portfolio. Teamwork is intrinsic to the Moran Edwards approach in pursuing your financial objectives, from our very first meeting you will benefit from a team that applies many years of collective financial experience to the serious business of managing your investments.

Once clients have entered into an investment advisory program agreement, the PIM Portfolio Manager acts within the capacity of a fiduciary. As stated in the video these fiduciary duties are outlined in the SEC Investment Advisers Act of 1940. The PIM (Private Investment Management) program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

Take a few minutes to get to know the Moran Edwards Asset Management Group and our Managing Directors – Investments, Senior PIM Portfolio Managers, Thomas Moran and Robert Edwards, and hear from our team about the importance of developing lasting relationships with our clients. At Moran Edwards, we take our fiduciary duty seriously, always striving to act in the best interest of clients. We hold ourselves to very high standards, and trust is an asset clients have come to expect from us over the years. The team at Moran Edwards is like a family, our loyalty to one another and to our clients unwavering. We're proud to have a diverse team of multidisciplinary professionals and the ability to serve multi-generational clients.

PORTFOLIOS

A portfolio manager who knows you and your goals is an invaluable asset, and we understand that choosing someone to manage your money is an important decision. Our approach to designing each portfolio is specific to the client. We diversify risk with multiple strategies, rejecting a one-size-fits-all approach and working with you to establish an appropriate asset allocation that meets your unique investment goals.

VIEW OUR PORTFOLIOS

PRACTICE & PHILOSOPHY

The Group was founded in March of 1990 by Thomas M. Moran, a Managing Director - Investments, and Earl Sistrunk, CFA, Financial Consultant.  From the beginning, the group has focused on quantitative analysis and fundamental research in building diversified equity portfolios for their clients.  The Group now consists of 28 individuals, including three principal members, with a combined experience of over 100 years in the securities industry.  The Group has two Portfolio Managers and is headed by Financial Advisors Thomas Moran and Robert Edwards. Earl Sistrunk and Christina Shaw are also responsible for several of the Group's portfolio strategies.

Doing the right thing is the center of our investment philosophy, we believe in long-term relationships and strive to earn your continued trust. We take a disciplined and personal approach to managing your money, and our clients enjoy the individual attention that is the hallmark of Moran Edwards. As part of our client services, we provide comprehensive investment and retirement-plan analysis, equity research-screening, and portfolio-management services. Learn more about our practice's beginnings and how we've grown to manage $4 billion in assets as of June 30, 2018 for families and institutions in 50 states.

Want to Learn More?

Schedule your complimentary consultation with a Moran Edwards advisor, where we will discuss your current finances and future goals and provide you with a customized proposal for meeting your investment needs.

Discover our full suite of financial services, including investment planning, retirement-plan analysis, investment research and screening, and portfolio-management services.

MAKE AN APPOINTMENTSeminar Calendar

MARKET WATCH

ON THE RECORD

2 of every 5 homeowners (41%) between the ages of 65-74 and 3 of every 5 homeowners (63%) at least age 75 own their home free and clear of debt. This is submitted regularly, Supervisor to ensure no expired material. Source: Center for Retirement Research at Boston College

Social Security benefits are taxed by just 13 US states, i.e. 37 states do not count monthly Social Security benefits as taxable income at the state level. Source: Internal Revenue Service (IRS)

WEEKLY INSIGHT

Check back each week for the latest insights into the financial industry. We'll cover a variety of topics and current events that really matter to our clients, such as: stock market and investment news, wealth management, investment planning and budgeting resources, labor statistics, economic surveys, retirement planning, and much more.

NEWS

Follow Moran Edwards in the news to learn about the group's latest awards and accolades, promotions and new hires, and the team's philanthropic work throughout the Naples community.