Tim Moran, Managing Partner of Moran & Company Investment Consulting Group, has been recognized by Wells Fargo Advisors Financial Network as one of Premier Advisors* since 2006, a member of a select group of the firm’s top Financial Advisors in the country. Along with that, he was recognized as Forbes Best in State Wealth Advisor for 2019, 2020, 2021 and 2022.**
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 places a great emphasis on participation and contribution to local charities and philanthropic opportunities. His commitments include Mitch Albom’s Say Detroit, Paint A Miracle Studio, and the Robby Atherton Foundation.
*The Premier Advisors distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on either of the past two years and professionalism. Additional criteria including length of service may also be used to determine recipients.
** The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings Published annually in April. 7 years as an advisor, Minimum 1 year at their current firm, with exceptions (acquisitions, etc.)Advisor must be recommended, and nominated, by their firm Completion of online survey Over 50% of revenue/production must be with individuals Acceptable compliance record
Timothy R. Moran, Senior Financial Advisor
CAR No: 0822-00853