~ we are what we repeatedly do; excellence, therefore, is not an act but a habit. ~
- Aristotle
Timothy R. Moran
- Managing Partner
Timothy R. Moran
- Managing Partner
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
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
Contact
Leslie Lockhart
- Marketing Associate
Leslie Lockhart
- Marketing Associate
Leslie Lockhart is a Partner at Moran & Company. Her commitment to building relationships has helped to contribute to the growth and success of the advisory practice. She is responsible for developing our marketing program, which provides continual contact with our clientele, as well as a driving force for referrals.
Leslie holds the required Series 7 securities registration. She assists with client presentations and portfolio recommendations. She earned her Bachelor of Arts degree from Wayne State University, studied abroad in Paris, France, and is a member of the Kappa Delta Sorority Alumni Association.
Leslie and her husband have raised three children. They are now enjoying seven grandchildren! When time allows, Leslie chooses to volunteer at the Fisher Theatre, travel, or spend time with her husband at their summer home on a lake in northern Michigan.
Leslie holds the required Series 7 securities registration. She assists with client presentations and portfolio recommendations. She earned her Bachelor of Arts degree from Wayne State University, studied abroad in Paris, France, and is a member of the Kappa Delta Sorority Alumni Association.
Leslie and her husband have raised three children. They are now enjoying seven grandchildren! When time allows, Leslie chooses to volunteer at the Fisher Theatre, travel, or spend time with her husband at their summer home on a lake in northern Michigan.
Contact
Education
- Wayne State University
Rebecca Goodrick
- Client Service Associate
Rebecca Goodrick
- Client Service Associate
As a key member of the Moran & Company Investment Consulting Group, Becky Goodrick was named a Partner in 2012. Becky shares our singular focus of exceptional client service - and strives to repeatedly deliver it. She has developed relationships with clients through consistent communication, putting their needs above all else.
In addition, Becky helps ensure that Moran & Company maintains a culture of compliance. She is responsible for being aware of modifications and changes that require accurate and timely updating, adhering to the regulations that govern the securities industry.
Becky draws from a multi-cultural background. She was raised in Kyoto, Japan, and then attended Thiel College in Pennsylvania where she earned a Bachelor's Degree in Sociology.
She and her husband have raised two children - and are now enjoying two grandchildren! When time permits, they spend vacations at their home in Florida.
In addition, Becky helps ensure that Moran & Company maintains a culture of compliance. She is responsible for being aware of modifications and changes that require accurate and timely updating, adhering to the regulations that govern the securities industry.
Becky draws from a multi-cultural background. She was raised in Kyoto, Japan, and then attended Thiel College in Pennsylvania where she earned a Bachelor's Degree in Sociology.
She and her husband have raised two children - and are now enjoying two grandchildren! When time permits, they spend vacations at their home in Florida.
Contact
Education
- Thiel College
Amy Marchionda
- Operations Manager
Amy Marchionda
- Operations Manager
We believe that Amy's talent and organizational skills are vital to the Moran & Company Investment Consulting Group operations. She is responsible for executing any client operational request, and resolves them quickly and efficiently.
Amy oversees transactional issues and daily cash requirements for accounts. Processing paperwork for retirement distributions also falls under her direction. Her attention to detail helps to ensure processing is managed, monitored and professional.
Amy earned a Bachelor's Degree in Psychology, and completed her Masters Degree in Arts and Sciences from Oakland University.
Amy is married, and she and her husband are active with their two children.
Amy oversees transactional issues and daily cash requirements for accounts. Processing paperwork for retirement distributions also falls under her direction. Her attention to detail helps to ensure processing is managed, monitored and professional.
Amy earned a Bachelor's Degree in Psychology, and completed her Masters Degree in Arts and Sciences from Oakland University.
Amy is married, and she and her husband are active with their two children.
Contact
Education
- Oakland University
Nancy Lyon
- Administrative Assistant
Nancy Lyon
- Administrative Assistant
Nancy Lyon joined Moran & Company in September of 2011. Hers is the first voice you hear on the phone and the first face to greet you when you arrive.
In addition to reception, Nancy maintains our contact management system, handles administrative responsibilities, and is a marketing assistant. She wears many hats, and is, therefore, invaluable to the daily operation of the practice..
Nancy is married; she and her husband are golfers, and enjoy spending time at their Florida condo.
In addition to reception, Nancy maintains our contact management system, handles administrative responsibilities, and is a marketing assistant. She wears many hats, and is, therefore, invaluable to the daily operation of the practice..
Nancy is married; she and her husband are golfers, and enjoy spending time at their Florida condo.
Contact
Important notice: You are leaving the Wells Fargo website
PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.