WEALTH MANAGEMENT & ESTATE PLANNING Moran Edwards Asset Management Group of Wells Fargo Advisors Tom moran and bob edwards Advisor Specialization
Tom Moran and Bob Edwards, Managing Directors-Investments, two of the top-producing financial advisors of the firm, and 15 dedicated staff members directly serve affluent families and foundations with investible assets of $1 million to $500 million. Founded in March 1990, the Moran Edwards Asset Management Group has focused on quantitative analysis and fundamental research in building diversified portfolios. The team manages portfolios exceeding $2 billion in assets for families in all 50 states, using 15 investment models. Tom was named to Barron’s magazine’s “America’s Top 100 Financial Advisors” list in 2010, 2011 and 2012 where he was selected as the No. 1 advisor in Southwest Florida each time. In 2011 and 2012, he was named to the “America’s Top 100 Financial Advisors” list by Registered Rep, the leading journal for registered financial professionals. Barron’s named Bob one of Florida’s top financial advisors, and included him among the country’s best, in 2010, 2011 and 2012. In addition, investment portfolios Bob manages have received national recognition for peer group performance in Lipper’s Best Money Managers as of June 30, 2012 including a recent No. 1 ranking for U.S. Large-Cap Growth and Value Equity performance over ten years for his Strategic Equity Blend portfolio. Contact information 5801 Pelican Bay Boulevard, Suite 200 Naples, FL 34108 (239) 254-2200 MoranEdwards.com
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Barron’s Top 100 Financial Advisors 2010-2012: The ranking reflects the volume of assets overseen by the advisors, revenues generated for the firms and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Barron’s Top 1000 Financial Advisors 2010-2012 -The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record and quality of practice. Investment performance isn’t an explicit component. Registered Rep:-The 2011-2012 Top 100 Wirehouse Advisors list was assembled by Meridian-IQ. Advisors are ranked by assets under management. Only those advisors for whom a majority of assets correspond to retail clients were eligible for the list. Lipper Best Money Manager: Lipper MarketPlace Best Money Managers are compiled from a quarterly survey of investment management organizations and portfolio composites. Performance is calculated “net” of all fees and brokerage commissions, inclusive of cash and in U.S. dollars. Results calculated on a minimum asset base of at least $10 million for “traditional” U.S. asset classes (equity, fixed income, balanced accounts) and $1 million for all international and for “alternative” U.S. asset classes. Only categories/time period combinations for which there are at least 20 contenders are published. Past performance is no guarantee of future results. Wells Fargo Advisors, LLC/Member SIPC. Wells Fargo Advisors is not a tax or legal advisor.
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