Our Team
Thomas M. Moran - Founder and Managing Member
With over 30 years of experience in the financial services industry, Tom Moran was named by Barron's as the #1 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 #1 in Southwest Florida. A Phi Beta Kappa graduate of the University of Colorado, Tom’s experience and solid reputation as an expert in his field has made him a reliable source for various media outlets. 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. 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 and trust services, Tom is well-known and respected throughout Wells Fargo Advisors. Certain portfolios managed by Tom have been nationally recognized for performance by Thomson-Reuters' Lipper MarketPlace Best Money Managers , including the Conservative Growth Portfolio. This Portfolio was ranked #5 out of 116 U.S. large-cap growth equity portfolio composites for the ten year period ended September 30, 2011. Tom is deeply engaged in the Naples community and a passionate supporter of numerous organizations. He serves on the board of Youth Haven and the Executive Advisory Board of the United Arts Council and is Chairman of the Board for Opera Naples. Tom and his wife of 24 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. They have underwritten events for Youth Haven, Hope for Haiti, Opera Naples, The United Arts Council and The American Cancer Society. Sandi serves as president of the Naples Chapter of the Chaîne des Rôtisseurs, the world's oldest international gastronomic society and an organization in which Tom is actively involved. Tom is a member of the Financial Advisory Committee for the Culinary and Hospitality Education Foundation (CHEF) 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. And with input from his staff, Tom was named as one of the Best Bosses of 2011 by Gulfshore Business magazine Tom and Sandi's children attend Cornell University, Williams College and Community School of Naples. 
Robert T. Edwards is the Senior Member and a Senior PIM Portfolio Manager with 29 years as a financial advisor.
In addition to advising an affluent clientele in Naples, Bob counsels other wealth managers and has been a frequent industry speaker at conferences for financial professionals in Atlanta, Boston, Chicago, Dallas, Orlando, Philadelphia, and San Diego. In his role as a financial advisor and wealth manager, Bob has been recognized by Barron’s Magazine as one of America’s Top 1,000 Financial Advisors for 2011. He has been consistently listed locally in Gulfshore Life Magazine as one of Southwest Florida’s “Five Star Financial Wealth Managers,” and with Tom Moran, the entire team has been recognized and ranked by Research Magazine. Certain portfolios managed by Bob have been nationally recognized for performance byThomson-Reuters’ Lipper MarketPlace Best Money Managers for the 1, 3, 5 and 10 year periods as of September 30, 2011 A resident of Naples for more than 40 years, Bob is active locally on the boards of The Naples Philharmonic Center for the Arts and the Naples Children & Education Foundation, which organizes the Naples Winter Wine Festival, an annual event that has raised over $80 million for Collier County children’s charities in its first 10 years. Additionally he serves on the board of the Patty & Jay Baker Naples Museum of Art. Nationally, Bob is on the boards of Sculpture magazine (Washington DC) and The International Sculpture Center (Princeton, NJ). Bob and his wife Terry have underwritten events at the The Phil, the Patty & Jay Baker Naples Museum of Art, The von Liebig Art Center, The Shelter for Abused Women and Children, and Naples Town Hall Distinguished Speaker Series, and around Florida at art museums in Tampa, Sarasota, Miami and Boca Raton. For 20 years Bob has been a collector of modern art and more recently is a collector of 1940’s to 1960’s classic sports cars. The Edwards' art-filled home is frequented by groups from various art museums and charitable organizations. Bob and Terry are parents to 3 children and 2 Great Danes. Their children attend the Mendoza College of Business at the University of Notre Dame and Columbia University.
Earl Sistrunk - Senior Vice President, Financial Consultant.
Earl joined the group in 1990 as a financial consultant. He is a graduate of Vanderbilt University, earned an MBA from the University of South Florida and is a member of the CFA Institute. The CFA Institute is a leader in developing a code of conduct, disclosure and ethical standards for the financial services industry.
Sistrunk designs, implements and monitors the Moran Asset Management Group’s quantitative investment strategies.
Our Senior Administrative Staff
Pictured left to right: Leta Langevin
Senior Registered Client Associate Jennifer Hawke
Senior Registered Client Associate Julie Cusson
Financial Consultant
Tom's Administrative Staff 
Pictured left to right:
Marissa Plummer
Senior Client Associate Jennifer White
Senior Registered Client Associate Shad White
Registered Client Associate Angel Nurse
Client Associate Jennifer Hawke
Senior Registered Client Associate
Bob's Administrative Staff 
Pictured left to right:
Leta Langevin
Senior Registered Client Associate Peggy Sundook
Senior Registered Client Associate Crystal Huggins
Senior Registered Client Associate
Our Envision Team 
Pictured left to right:
Angel Nurse
Client Associate Don Scott
Financial Consultant Shad White
Registered Client Associate
Our Trading Team 
Pictured left to right:
Rob Edwards, Jr.
Registered Client Associate Earl Sistrunk
Senior Vice President
Financial Consultant Christina Shaw
Senior Registered Client Associate
Not Pictured Gary Baird
Financial Consultant Dawn Dickinson
Senior Client Associate Patricia Namath
Client Associate Charlie Born
Client Associate Eric Poeltl
Client Associate Kristina Rodriguez
Client Associate
Barron's Top 1,000 Advisors: Ranking generally 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. Portfolio performance is not an explicit component. Lipper MarketPlace Best Money Managers are compiled from a quarterly survey of investment management organizations and portfolio composites. Performance is calculated “net” of all fees and brokerage commissions, inclusive of cash and in U.S. dollars. Results calculated on a minimum asset base of at least $10 million for “traditional” U.S. asset classes (equity, fixed income, balanced accounts) and $1 million for all international and for “alternative” U.S. asset classes. Only categories/time period combinations for which there are at least 20 contenders are published. Research Magazine: Candidates who pass our rigorous screens have served a minimum of 15 years in the industry, have acquired substantial assets under management, demonstrate superior client service and have earned recognition from their peers and the broader community for the honor they reflect on their profession. Crescendo 5-Star Wealth Manager: Five Star Wealth Managers scored highest in overall satisfaction based on surveys conducted by Crescendo, a third-party research firm who evaluated feedback from clients, peers and industry professionals. Scoring based on criteria, including customer service, integrity, knowledge/experience, recommendations and overall satisfaction. Selected are the top scoring candidates representing less than 7% of their market. The rating is not representative of any one client’s experience as the rating reflects an average, or a sample, of all client experiences, and is no guarantee as to a client’s future investment success or an advisors selection or performance in the future. For specific research methodologies, go to: www.fivestarprofessional.com/2012/research.php.
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