Tom Moran Among Barron's Top 1,000 Financial Advisors in America for 2012
(firmenpresse) - NAPLES, FL -- (Marketwire) -- 03/14/12 -- Tom Moran, Managing Director - Investments Senior PIM Portfolio Manager of Moran Edwards Asset Management Group of Wells Fargo Advisors, was ranked among Barron's Top 1,000 Financial Advisors for 2012, as announced in the weekly magazine's February issue. This is the third consecutive year Moran has received this honor.
Barron's is a financial weekly newspaper published by Dow Jones & Company since 1921. Financial advisors included in this ranking are generally regarded as among the most successful and respected in their field.
With over 30 years of experience in the financial services industry, Tom Moran was also named to Barron's annual list of America's top 100 financial advisors and ranked number one in Southwest Florida in 2011. Moran was chosen as one of the prestigious Top 100 Wirehouse Advisors list in the September 2011 issue of Registered Rep magazine. Moran's experience and solid reputation as an experienced professional in his field has also made him a reliable source for various media outlets and speaking engagements. 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.
Moran Edwards Asset Management Group, formerly known as the 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 over 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 .
Ranking 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. Institutional assets given less weight. Portfolio performance not explicit component
The rankings reflect each advisor's assets under management, his or her contribution to the firm's revenues and the quality of the practice. Portfolio performance is not an explicit consideration, in part, because advisors pursue such a wide range of investment objectives.
The complete list of financial advisors recognized on the "2011 Top 100 Wirehouse Advisors" Publication is available in the September 2011 issue of Registered Rep. magazine or online at . The 2011 list of Top 100 Wirehouse Advisors in America was assembled by Meridian-IQ, in which Penton Media is an investor. Advisors are ranked by assets under management, effective June 30. Only those advisors for whom a majority of assets correspond to retail clients were eligible for the list. Meridian confirmed its data with Morgan Stanley Smith Barney, Merrill Lynch Global Wealth Management, Wells Fargo Advisors and UBS Financial Services.
With more than $1.1 trillion in client assets as of December 31, 2011, Wells Fargo's brokerage businesses comprise 15,263 full-service financial advisors and 3,548 licensed bankers. This vast network of advisors, one of the nation's largest, serves clients through offices in all 50 states and the District of Columbia. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC (members SIPC). Statistics include other broker-dealers of Wells Fargo & Company.
Investment products and services are offered through Wells Fargo Advisors, LLC 0312-1786
Wells Fargo & Company is a nationwide, diversified, community-based financial services company with $1.3 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 banking stores, 12,000 ATMs, the Internet (wellsfargo.com and wachovia.com), and other distribution channels across North America and internationally. With approximately 270,000 team members, Wells Fargo serves one in three households in America. Wells Fargo & Company was ranked #23 on Fortune's 2011 rankings of America's largest corporations. Wells Fargo's vision is to satisfy all our customers' financial needs and help them succeed financially.
Investment products and services are offered through Wells Fargo Advisors, LLC, Wells Fargo Advisors, LLC, Member SIPC, is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company.
Contact:
Jennifer Hawke
Wells Fargo Advisors
P: 239.254.2238
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Datum: 14.03.2012 - 14:01 Uhr
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