About us

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Our Team

Our team is led by principals Tom Moran and Bob Edwards, Managing Directors – Investments, Senior PIM Portfolio Managers and financial advisors Barron’s11 Barron's Top 1,200/100 Advisors rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management,revenue produced for the firm, regulatory record and client retention. ranked #1 and #2 in SW Florida for the past five years. In addition to three CFP®, CERTIFIED FINANCIAL PLANNER™ Professionals, two CFA charterholders (Chartered Financial Analyst), three MBAs and a CIPM certificate holder. Our team includes 28 people dedicated specifically to serving existing clients.

We’re here with attentive, professional client service to answer your questions and make sure you’re informed every step of the way.

 

 

Thomas M. Moran

Managing Director - Investments

Senior PIM Portfolio Manager

 

With more than 30 years' experience in the financial services industry, Tom is ranked as the #1 Financial Advisor in the State of Florida by Barron's11 Barron's Top 1,200/100 Advisors rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management,revenue produced for the firm, regulatory record and client retention.. For the past eight years, Barron's11 Barron's Top 1,200/100 Advisors rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management,revenue produced for the firm, regulatory record and client retention. has also ranked him as one of the top 100 Advisors in the Nation.

Tom was included in the 2013, 2014, 2016, 2017 and 2018 Financial Times Top 400 Advisors list22 Rankings are based on data provided by investment firms. Factors include assets under management experience,industry certifications, online accessibility and compliance record. Investment performance and financial advisor production are not explicit components., which recognizes the top financial advisors at broker-dealers across the United States.

Other industry accolades include Forbes magazine 2016, 2017 and 2018 Top Wealth Advisor List33 Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not recieve compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion. and Top 100 Wirehouse Advisor as ranked by WealthManagement.com44 The WealthManagement.com Top 100 Wirehouse Advisors list is based solely on assets under management. Only those advisors for whom 80 percent or more of assets correspond to retail clients were eligible for the list.. In 2015, Tom was honored with the Wells Fargo Advisors Spirit Award55 The Wells Fargo Advisors Spirit Award was estabished to recognize a select group of Premier Advisors for their lifetime achievements - both personal and professional - and for epitomizing and reflecting Wells Fargo Advisors' values.  The Premier Advisor designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism. as the Wells Fargo Volunteer of the Year. Portfolios managed by Tom have been nationally recognized for their performance, including the Millennium Portfolio, which was ranked #1 by Lipper Marketplace6 in two asset classes Supervisor to ensure permission of use on file and approved discloure utilized for the 12 quarters ending December 31, 2016.

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 services, Tom 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. Tom is often invited to share his insights with numerous leading industry publications, including Barron's and Gulfshore Business. He has authored articles on a variety of financial and economic topics for local and national industry magazines.

Tom is deeply engaged in the Naples community and is a passionate supporter of numerous organizations. He serves on the Executive Advisory Board of the United Arts Council and the Golisano Children’s Museum of Naples, the Naples Board of Advisors for the James Madison Institute, and is Chairman Emeritus of the Board for Opera Naples. Because of his exemplary commitment to the community, The Education Foundation of Collier County recognized Tom as one of their 2010 Men of Distinction. In 2015 Naples Daily News included Tom as one of their first 25 over 50 honorees in recognition of his philanthropic efforts and achievements. In 2016, Tom was honored with the Invest in Others Community Leadership Award, which recognizes the charitable work of financial advisors.

Additionally, Tom and his wife of 30 years, Sandi are Trustees for the Naples Children & Education Foundation (NCEF), which organizes the supervisor to ensure this can be substained Naples Winter Wine Festival. The Morans were co-chairs of the 2015 and 2016 Festivals; both years the Festival has earned the distinction of being the #1 charitable wine festival in the United States. The couple has proudly underwritten events for a lengthy list of charitable and arts-oriented organizations.

In recognition of their remarkable work and impact within the Naples community, Tom and Sandi received the 2010 Philanthropist of the Year’s Lifetime Achievement award and in 2012 were honored by Gulfshore Life magazine as Men and Women of the Year. In 2015, the United Arts Council recognized Tom and Sandi as Stars in the Arts for their dedication to education in the arts for local children.

Their daughter is a Williams College Honors graduate, and a Financial Advisor with Wells Fargo Advisors. Their eldest son is a Cornell University graduate and is now pursuing his PhD at Carleton University in Ottawa, Canada. Their youngest son attends Harvard University. Tom graduated Phi Beta Kappa from the University of Colorado.

Robert T. Edwards

Managing Director - Investments

Senior PIM Portfolio Manager

 

With more than 30 years' experience as a financial advisor, Bob has been recognized by Barron’s11 Barron's Top 1,200/100 Advisors rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management,revenue produced for the firm, regulatory record and client retention. as the #2 Advisor in Southwest Florida for the past five years; and one of the Top 1,200 Advisors for 2014 and 2015; and Top one of the 1,000 Advisors for 2011, 2012 and 2013.

In addition to advising an affluent Naples clientele, Bob counsels other wealth managers. He is a frequent industry speaker, addressing investment professionals in Atlanta, Boston, Chicago, Dallas, Orlando, Philadelphia and San Diego. Portfolios managed by Bob have received national rankings in Thomson-Reuters’ Lipper Marketplace Best Money Managers including the Strategic Equity Blend portfolio for its 10-year track record through 2013.

A resident of Naples for more than 40 years, Bob serves the community as a board member of Artis–Naples, The Baker Museum and as a trustee for the Naples Children & Education Foundation (NCEF). He is also on and the Guggenheim Museum (Venice, Italy).

Bob and his wife Terry were recently selected as 2015 Stars in the Arts by the United Arts Council for their long standing commitment to the visual arts both locally and world-wide. Bob and Terry have underwritten events locally at Artis–Naples, The Baker Museum, The Naples Art Association at the von Liebig, the Shelter for Abused Women & Children and the Naples Town Hall Distinguished Speaker Series, as well as art exhibits in several major Florida museums.In recognition of their commitment to our community, Bob and Terry were chosen as Gulfshore Life magazine’s 2013 Men and Women of the Year and Bob was selected as one of Naples Illustrated magazine’s celebrated “Super Men” in 2013. In 2015, he was selected by the Naples Daily News to be in its first 25 Over 50 class of accomplished leaders honored for their vision, talent and impact on our community.

Collectors of modern art, the Edwards’ art-filled home is a regular stop for visiting museum groups and often hosts patron events for non-profit organizations.

Their youngest son graduated Vanderbilt University; their daughter graduated from Columbia University and will be working abroad, and their eldest son, a graduate with an MBA from the University of Notre Dame College of Business, is a Financial Advisor at Wells Fargo Advisors. Members of Bay Colony Golf Club, the Edwards are not only art lovers, they’re also dog lovers, and count their two Great Danes as part of the family.

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ADVICE & PLANNING

Pictured from L to R

Rob Edwards

Financial Advisor

Kylen Moran

Financial Advisor
First Vice President - Investment Officer

Byron Donalds

Financial Advisor

William C. Banfield CFP®/CRPC®

Vice President - Investment Officer

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Practice Management
& Administration

Julie Cusson

Financial Consultant
Vice President - Investment Officer

Dawn Barakett

Senior Registered Client Associate

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TRADERS & ANALYSTS

Pictured from L to R

Christina Shaw, CIPM

Financial Consultant

Earl Sistrunk, CFA

Financial Consultant
Senior Vice President - Investment Officer

Chelsea Ganey, CFA

Financial Consultant

Meisie Shongwe

Client Associate

Jonathan Hancock

Financial Consultant
Officer

Client Relations

Pictured from L to R

Ryan Frank, CFP®

Registered Client Associate

Angel Nurse

Senior Registered Client Associate

Corey Grant, CFP®

Senior Registered Client Associate

 

Not Pictured

Kathy Herget

Senior Registered Client Associate

Karen Vilorio

Client Associate

Tyler Poirier

Client Associate

Lorleta Langevin

Senior Registered Client Associate
Officer

Ashley Buboltz

Senior Registered Client Associate

Peggy Sundook

Senior Registered Client Associate

Jennifer Perez

Client Associate

Melissa Weeks

Client Associate

Andrew Bell

Client Associate

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MARKETING

Marissa Plummer

Senior Client Associate

In Memory of Jennifer Hawke

Financial Advisor July 27, 1970 – December 19, 2013

Jennifer spent 15 years with the Moran Edwards Asset Management Group of Wells Fargo Advisors and was a member of the Executive Management team. She was a dedicated and gifted team member, and her love for her profession was evident to everyone she worked alongside.

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1 Barron's Top 1,200/100 Advisors rankings are based on data provided by thousands of advisors.  Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record and client retention.

2  Rankings are based on data provided by investment firms.  Factors include assets under management, experience, industry certifications, online accessibility and compliance record.  Investment performance and financial advisor production are no explicit components. 

3 Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking.  Investment performance is not a criterion. 

4 The WealthManagement.com Top 100 Wirehouse Advisors list is based solely on assets under management. Only those advisors for whom 80 percent or more of assets correspond to retail clients were eligible for the list. 

5 The Wells Fargo Advisors Spirit Award was estabished to recognize a select group of Premier Advisors for their lifetime achievements - both personal and professional - and for epitomizing and reflecting Wells Fargo Advisors' values.  The Premier Advisor designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism.

Our Practice & Philosophy

Our Founding

Moran Edwards Asset Management Group of Wells Fargo Advisors was founded in March of 1990 by Thomas M. Moran, a Managing Director – Investments, Senior PIM Portfolio Manager; and Earl Sistrunk, CFA, Financial Consultant, Senior Vice President – Investment Officer. From the beginning, we have strived to add value to our clients’ portfolios by capitalizing on our investment experience and Wells Fargo Advisors' strong institutional and retail presence on Wall Street. As a result, you not only receive personalized investment attention, but you also get access to all the services offered by Wells Fargo Advisors.

Through Moran Edwards, you will be investing with Wells Fargo Advisors, one of the nation's largest retail brokerage businesses. Investors have been entrusting their money to Wells Fargo for over 100 years and continues today as we manage the assets of both individual and institutional clients worldwide.

Our Team Approach

By utilizing a comprehensive team approach, Moran Edwards provides investment management services to a select group of clients. We focus on serving successful individuals and their families, as well as providing specialized financial services for corporations, executives, fiduciaries, and non-profit organizations.

Moran Edwards takes a very disciplined and personal approach to managing your money. We use our combined team knowledge and experience in this discretionary relationship to help you achieve the long-term goals you’ve set for your portfolio. As PIM Portfolio Managers, Moran Edwards is among a select few groups at Wells Fargo Advisors who are qualified to manage client portfolios on a discretionary basis.

Our Process

Moran Edwards handles the full financial process, including working with family office groups to collaborate with our ultra-high-net-worth clients' team of existing advisors, including attorneys, accountants, and real estate professionals. We offer a wide range of financial products and services to individuals as well as business owners, while providing sound financial information to help clarify your unique situation and aid you in making the most informed decisions possible. The majority of our financial services is exclusively fee-based, with the fee structure and details included in your proposal and agreed upon in advance.

  • Investment Management
  • Investment Planning
  • Estate Planning & Asset Protection Strategies
  • Direct Access to Dedicated Support

Learn more about our Services.

Our Current Assets Under Management

Moran Edwards Asset Management Group is responsible for $4 billion in assets as of June 30, 2018 for families and institutional clients, as a result of utilizing 25 different investment strategies. We focus on quantitative analysis and fundamental research in building diversified equity portfolios for clients, currently utilizing over 50 variables from 200 different research firms to arrive at our recommendations.

About Wells Fargo Advisors

With $1.7 trillion in client assets as of June 30, 2018, Wells Fargo Advisors provides investment advice and guidance to clients through 14,226 full-service financial advisors and referrals from 4,796 licensed bankers.  This vast network of advisors, one of the nation’s largest, serves investors through locations in all 50 states and the District of Columbia.  Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. All data includes Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, as of June 30, 2018. www.wellsfargoadvisors.com

PIM Disclosure

Fees for the PIM program include advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. Fee-based accounts are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. A minimum annual fee may apply for this program. Please carefully review the Wells Fargo Advisors advisory disclosure document for a description of our services and information on all fees and expenses. The minimum account size for this program is $50,000.

 

Our Services

Moran Edwards Asset Management Group of Wells Fargo Advisors is a full-service wealth advisory practice with a focus on outstanding, personalized client service. Our team can draw on a wide array of resources, products, and services to help individuals and businesses alike make sound investment decisions to achieve their financial goals.

Our investment philosophy center around always doing what we believe is right for our clients. We believe in long-term relationships and aim to earn your continued trust by providing individual attention and highly-personalized service throughout your entire relationship with our practice.

As a team of multidisciplinary professionals, our firm services a diverse clientele; we work with young families seeking to build generational wealth, and we also work with family offices to collaborate with established clients' attorneys, accountants, trust and real estate professionals to integrate management of their investment portfolios with their current team. Our high-net-worth investors and corporate clients trust the Moran Edwards team to help them make sound investment decisions in an effort to achieve their short- and long-term financial goals to grow and protect their assets.

We provide comprehensive fee-based Investment Management, Investment Planning Strategies, Estate Planning & Asset Protection Strategies, Life Insurance Advisory.

Investment Management Services

We take a holistic approach to investment management, overseeing the critical stages in the development of your plan: asset allocation, security selection, and monitoring. Taking into consideration your current financial situation, short- and long-term goals, and your risk tolerance, our investment management strategies utilize a broad range of products to meet your individual financial needs.

Portfolio Development & Management Services

Moran Edwards currently uses more than 50 variables from 200 different research firms to develop customized investment portfolios for exclusive use by our clients. Portfolios are developed via a proprietary process that leverages our experience in diverse markets. Our Group uses a disciplined approach to pursue your objectives, it encompasses a variety of strategies including macro, international, equities, fixed income and market analysis.

Investment Planning Services

Our comprehensive investment planning services are customized to meet your current and future needs and support your financial goals throughout every season of life. By tracking your net worth and cash flow, and continually monitoring and adjusting your current investment strategies, we aim to ensure your retirement strategy, including your risk management plan and tax reduction strategies, are aligned with your financial goals.

Schedule Your
Complimentary Consultation

You want a financial advisor who not only understands your individual financial goals, but is someone you can talk to, who will be there for you with practical advice and professional assistance as your needs evolve. Moran Edwards Asset Management Group of Wells Fargo Advisors provides you with just this kind of service—a combination of top-quality professionalism and the personal approach you deserve.

As a full-service wealth advisory practice, Moran Edwards has the experience and commitment needed to help you achieve your financial goals.  We invite you to schedule a free consultation with a financial advisor to see how our services and a truly collaborative team approach can work for you.

Our Process: What to Expect

  1. Schedule your complimentary consultation with a financial advisor.
  2. Discuss current financial state and future goals with an advisor.
  3. We prepare a proposal based on the amount you wish to have us manage.
  4. Second meeting with your advisor to review the proposal, review the recommended portfolios that is designed to diversify risk with multiple strategies, and discuss fee rate.
  5. Once proposal is accepted, you will meet with your dedicated associate to attain all pertinent information to open and/or transfer assets to Wells Fargo Advisors from your existing investment firm.
  6. Your associate will communicate directly with you to complete the transfer process.
  7. On a quarterly basis, your associate will touch base with you to ensure you are satisfied and address any questions, concerns or changes.
  8. We offer meetings with your dedicated financial advisor to recap your investment performance, review any life changing events, and ensure your investment objective is aligned with your household allocation.

In the news

Moran Edwards Asset Management Group of Wells Fargo Advisors is often featured in the news for philanthropic work throughout the Southwest Florida community, industry accolades and awards, and internal hires and promotions. Check back often to keep up with our company happenings.