Becky Goodrick (top left), Nancy Lyon (bottom left), Timothy Moran (center),
Leslie Lockhart (top right), Amy Marchionda (bottom right)
Led by founding partner Timothy Moran, our practice manages over 300 million dollars of client assets as of 1/2021. We focus on helping successful individuals, families and business owners create, execute and meet to review investment plans. These plans include articulating and evaluating progress toward retirement goals, projecting higher-education expenses, minimizing tax implications of wealth-transfer strategies, and establishing philanthropic legacies. Our portfolio management is for investors with portfolios greater than $1,000,000.
We believe that our long-term relationships have resulted from disciplined investment philosophies, supported by the vast resources of Wells Fargo Advisors Financial Network, and a highly experienced client services team.
We take pride in our high level of professionalism and our standard of ethics. At Moran & Company, we are committed to helping you manage your financial life today and pursue realistic goals for tomorrow.
Wells Fargo Advisors Financial Network and Moran & Company Investment Consulting Group do not render legal or tax advice.