Tom Moran, the founder, chief executive officer and senior PIM portfolio manager of Moran Wealth Management – an investment management practice based in Naples, Florida that serves sophisticated investors with personalized and customizable strategies – will host a seminar that will address unique Florida domicile considerations for residents of New York. The seminar will be held Wednesday, March 25, 2020 from 2:00 p.m. to 4:00 p.m. at Moran Wealth Management, located at 5801 Pelican Bay Boulevard, Suite 110 in Naples. Seating is limited for this complimentary seminar; reservations can be made by calling 239.513.2511.
Moran Wealth Management is a money management practice serving sophisticated investors with personalized and customizable strategies. With 29 staff members, the Moran Wealth team is dedicated to finding the best investment strategies to fit the unique needs of its clients. The group is responsible for over $3 billion in client assets as of 12/31/19 and has served the Naples community for over 30 years. Moran Wealth Management is located at 5801 Pelican Bay Boulevard, Suite 110 in Naples. For m+O22ore information, call (239) 920-4440 or visit www.moranWM.com.