“Estate Planning in 2013” Seminar
Moran Edwards Asset Management Group of Wells Fargo Advisors will conduct a series of seminars discussing “Estate Planning in 2013”. The seminars will be hosted on the following dates and locations. Tuesday, January 15, 10:00 a.m. – 12:00 p.m., Wells Fargo Building, 5801 Pelican Bay Boulevard, Suite 200 Wednesday, January 16, 2:00 p.m. – 4:00 p.m., Naples Beach Hotel & Golf Club, 851 Gulf Shore Boulevard Thursday, January 17, 10:00 a.m. – 12:00 p.m., Wells Fargo Building, 5801 Pelican Bay Boulevard, Suite 200 The seminar series will include information about possible changes in the federal tax system affecting your estate plan, the benefits of Florida domicile, and investment planning opportunities for 2013. Wells Fargo Advisors is not a tax or legal advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Seating is limited, so please make a reservation by calling 239.513.2511. Tom Moran and Bob Edwards, Managing Directors - Investments Senior PIM Portfolio Managers, will serve as the speakers for this seminar. With over 30 years of experience in the financial services industry, Tom Moran has received local, national and industry recognition for his ability as a 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 for the second consecutive year, in the September 2012 issue of Registered Rep Magazine. Tom’s experience and solid reputation as an experienced professional in his field have also 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. A financial advisor for over 29 years, Edwards has earned numerous national and local recognitions including being recognized by Barron’s Magazine as one of America’s Top 1,000 Financial Advisors for 2011and 2012. He has been listed locally in Gulfshore Life Magazine as one of Southwest Florida’s “Five Star Financial Wealth Managers” from 2006 through 2012. 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. 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 30, 2012 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.
Wells Fargo Building
5801 Pelican Bay Boulevard, Suite 200, Naples, FL 34108