Timothy Moran

Timothy Moran

Managing Partner

Phone: 248-652-2599
E-mail:
 

Tim Moran, Managing Partner of Moran & Company Investment Consulting Group, has been recognized by Wells Fargo Financial Network as a Premier Advisor since 2006, a member of a select group of the firm’s top Financial Advisors in the country.  He was also named to their Chairman’s Council in 2012. 

Tim has received the 5 Star Wealth Manager award for the past four years. The Moran team was featured in HOUR Detroit magazine and in the DBusiness magazine. His experience in wealth management, and outstanding level of commitment to clients, is evidenced in the recognition he receives, distinction reflecting Tim’s achievement of professional success. 

Tim began his career with the investment firm Smith Barney in 1990 and founded Moran & Company Investment Consulting Group in 1997. He holds a degree in Finance from Michigan State University, and is Series 7, 8, 51, 63 and 65 securities registered. 

He is dedicated both professionally and personally. A devoted family man, Tim is married and active with a son and daughter. He enjoys free time fishing, is an avid reader and a runner - he has competed in two marathons. He is a member of the Rochester Chamber of Commerce, and an active member of the Rochester Community Foundation. He places a great emphasis on participation and contribution to local charities and philanthropic opportunities. His commitments include Paint A Miracle Studio, S.O.U.L., and the Robby Atherton Foundation. 

 *The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network and reflects a high level of standards as measured by one or more of the firm’s criteria for revenue generation, educational attainment and client-service best practices.

** The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 2238  Michigan wealth managers were considered for the award; 627 (29 % of candidates) were named Five Star Wealth Managers. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.
2012 - 2658  Michigan wealth managers were considered for the award; 743(7 % of candidates) were named Five Star Wealth Managers.
2013 - 2762Michiganwealth managers were considered for the award; 749 (28% of candidates) were named Five Star Wealth Managers.
2014 - 3448 Michigan wealth managers were considered for the award; 666 (20% of candidates) were named Five Star Wealth Managers.
2015 - 2238Michigan wealth managers were considered for the award; 627(29% of candidates) were named Five Star Wealth Managers.