Moran Wealth Management, LLC

Kathleen Herget is a financial advisor at Moran Wealth Management, LLC with 17 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors and its affiliates from 2010 to 2022. Moran Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with a team of 37 advisors and over $5 billion in assets under management. The firm offers financial planning, portfolio management, family office services, and sub-advisory arrangements, utilizing a combination of tailored wealth-management engagements and model-based investment strategies.

Nicholas Malik is a financial advisor at Moran Wealth Management, LLC in Naples, FL, holding a Series 65 credential with one year of industry experience. Prior to joining Moran Wealth Management, he worked at Quail Creek Country Club and Hertz Arena. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with a team of 37 advisors managing over $5 billion in assets. The firm offers a range of services including financial planning, portfolio management, family office services, and employs both tailored wealth-management engagements and model-based investment strategies.

Lucca Delcompare is a financial advisor at Moran Wealth Management, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network, LLC. Outside of finance, he has experience with the Handel and Haydn Society and operated a design business, Delcompare Design Works. Moran Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with a team of 37 advisors managing over $5 billion in assets. The firm offers financial planning, consulting, portfolio management, family office services, and sub-advisory arrangements, employing a combination of tailored wealth management and model-based investment strategies.

Justin Claussen is a financial advisor at Moran Wealth Management, LLC in Naples, FL. He holds a Series 65 designation and has recently entered the industry, with prior experience at Capital Wealth Advisors and as a student. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $5 billion in assets. The firm employs a 37-advisor team and offers a range of services including financial planning, portfolio management, family office services, and sub-advisory arrangements, utilizing both tailored wealth management and model-based investment strategies.

Devon Banning is a CFP® and Series 65-registered advisor with two years of industry experience. He is currently with Moran Wealth Management, LLC, where he has worked since 2023. His prior experience includes four years at Banning Services, LLC and eleven years at Financial Wings, Inc. Moran Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $5 billion in assets. The firm employs a combination of tailored wealth management and model-based strategies, offering services such as financial planning, portfolio management, and family office support through a team of 37 advisors.

Seyed Aryan Mirfakhraee is a financial advisor with Moran Wealth Management, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Moran Wealth Management in 2023, he worked at J.P. Morgan Institutional Investments Inc. and J.P. Morgan Investment Management Inc. from 2021 to 2023, as well as at Proshares from 2019 to 2021. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $5 billion in assets through a 37-advisor team. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and family office services, utilizing both tailored wealth management and model-based investment strategies.

Corey Grant is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Moran Wealth Management, LLC since 2022. He previously worked at Wells Fargo Advisors and its affiliated entities from 2012 to 2022. Outside of his advisory role, he has a minority ownership interest in a rental property business in Bonita Springs, Florida. Moran Wealth Management, LLC serves a diverse client base including high-net-worth individuals, trusts, and retirement plans, managing over $5 billion in assets. The firm employs a combination of tailored wealth management and model-based investment strategies across a broad range of asset classes and offers comprehensive family office services.

Christina Shaw is a financial advisor at Moran Wealth Management, LLC with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors in various capacities from 2009 to 2022. Moran Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $5 billion in assets. The firm uses a combination of tailored wealth-management engagements and model-based strategies across a range of investment vehicles, and offers comprehensive family office services and consulting.

Braden Langeloh is a financial advisor at Moran Wealth Management, LLC in Naples, FL, holding a Series 66 designation with one year of industry experience. His work history includes roles at Pelican Bay Capital Management and Fidelity Investments. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with a team of 37 advisors managing over $5 billion in assets. The firm employs a combination of tailored wealth management and model-based strategies, offering services such as financial planning, portfolio management, family office services, and sub-advisory arrangements.

Kylen O'keeffe is a financial advisor at Moran Wealth Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network and Wells Fargo Clearing Services. Outside of his advisory role, he serves as a trustee of his mother’s trust. Moran Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with a multi-advisor team managing over $5 billion in assets. The firm offers a range of services including financial planning, portfolio management, and family office services, utilizing both tailored wealth-management and model-based investment strategies.

Richard Simpson is a financial advisor at Moran Wealth Management, LLC in Naples, FL, holding CFP® and ChFC® designations with 20 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network, Cetera Investment Advisers, Regions Bank, and BB&T. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $5 billion in assets through a 37-advisor team. The firm offers financial planning, portfolio management, family office services, and sub-advisory arrangements, utilizing a combination of tailored wealth-management engagements and model-based investment strategies.

Tyler Hardt is a CFA® charterholder with seven years of industry experience. He is currently with Moran Wealth Management, LLC and has previously worked at Pelican Bay Capital Management and Artisan Partners Asset Management. Moran Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of services including financial planning, portfolio management, family office services, and sub-advisory arrangements, utilizing a combination of tailored wealth management and model-based investment strategies.

Julie Rich is a financial advisor with Moran Wealth Management, LLC, holding CFP® and multiple securities licenses (Series 63, 65, 66) and bringing 25 years of industry experience. Her prior roles include positions at Wells Fargo Advisors Financial Network and Charles Schwab. She serves as a treasury committee member of the Naples Women’s Club, where she manages donations and financial tracking. Moran Wealth Management is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of services including financial planning, portfolio management, and family office services, combining tailored wealth-management engagements with model-based investment strategies.

Kaitlin Poterack is a financial advisor at Moran Wealth Management, LLC and holds a Series 65 designation. She has experience working in financial services since 2020, including founding Poterack Capital Advisory and roles at Informa and Lundberg Survey. Moran Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with a team of 37 advisors managing over $5 billion in assets. The firm offers tailored wealth management and model-based investment strategies across a variety of asset classes, along with comprehensive family office services.

Thomas Moran is a financial advisor at Moran Wealth Management, LLC with 45 years of industry experience. He previously worked at Wells Fargo Advisors in various capacities from 2009 to 2022 before joining his current firm in 2022. Moran serves as an advisory board member for the Florida-based research and education organization The James Madison Institute. Moran Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with a team of 37 advisors managing over $5 billion in assets. The firm combines tailored wealth management with model-based strategies across a range of investment vehicles and offers family office services alongside financial planning and portfolio management.