“Meet the Portfolio Manager” Seminar
Tom Moran, Managing Director - Investments Senior PIM Portfolio Manager of Moran Edwards Asset Management Group of Wells Fargo Advisors, will hold a seminar titled “Meet the Portfolio Manager,” on Friday, March 16 at 10:00 a.m. in the Community Room located in the Naples Daily News Building at 1100 Immokalee Road in Naples. Moran will discuss his outlook for the economy and the market. 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. Moran was named by Barron's Magazine as the number one advisor in Southwest Florida among its top 1000 financial advisors in 2010, 2011 and 2012. He was also recently named to the prestigious Top 100 Wirehouse Advisors list in the September 2011 issue of Registered Rep Magazine. Moran Edwards Asset Management Group, formerly known as 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 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.
Naples Daily News - Community Room
1100 Immokalee Road, Naples, FL 34110