Moran Edwards to Host Seminar Series
Tom Moran and Bob Edwards, Managing Directors - Investments Senior PIM Portfolio Managers of Moran Edwards Asset Management Group of Wells Fargo Advisors (www.MoranEdwards.com), will be conducting a series of seminars titled “The Case for Equities: Dividend Investing” on Tuesday, April 1 through Thursday, April 3. The seminars will be hosted at the Moran Edwards office located in the Wells Fargo Building at 5801 Pelican Bay Boulevard, Suite 200 in Naples on the following dates: Tuesday, April 1, 10:00 a.m. – 12:00 p.m. Tuesday, April 1, 2:00 p.m. – 4:00 p.m. Wednesday, April 2, 2:00 p.m. – 4:00 p.m. Thursday, April 3, 10:00 a.m. – 12:00 p.m. The seminar series will include information about the following topics: Selecting an investment strategy that is realistic, prudent and tax efficient. Investing in a rising rate environment. Learn how we plan to hedge against inflation. Dividends are not guaranteed and subject to change or elimination. Seating is limited, so please make a reservation by calling 239.513.2511. 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 ranked by Barron’s as the #1 Advisor in Southwest Florida in its list of Top 1,000 Advisors for 2010, 2011, 2012, and 2013 and now on its list of Top 1,200 Advisors, and was ranked by Barron’s among the Top 100 Advisors in the Nation in 2010, 2011, 2012, and 2013. For 2012, he was also named one of the Top 400 Financial Advisors in the country by Financial Times and to the prestigious Top 100 Wirehouse Advisors list for the second consecutive year by Registered Rep magazine. Tom’s experience and solid reputation as a skilled 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 2011, 2012, and 2013. He was also named one of Naples’ Supermen in the September 2013 issue of Naples Illustrated for not only his work in the financial services industry but also for his dedication to the Naples Children & Education Foundation and its Naples Winter Wine Festival. In addition to advising an affluent clientele in Naples, Bob counsels other wealth managers and has been an industry speaker at conferences for financial professionals in Atlanta, Boston, Chicago, Dallas, Orlando, Philadelphia, and San Diego. About Moran Edwards: 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, 2013 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.
5801 Pelican Bay Boulevard, Suite 200, Naples, FL 34108