Our Team

THE MORAN ASSET MANAGEMENT GROUP



_{Thomas M. Moran  is the founding member of The Moran Asset Management Group and has over 25 years experience in the financial services industry. Tom has received local, national and industry-wide recognition for his ability as a Financial Advisor.  He is a Managing Director - Investments and a Senior PIM Portfolio Manager, and a member of the firm's Advisory Council for fee-based money management and trust services.  Tom is well-known throughout the firm as one of the top fee-based financial advisors and is frequently asked to speak at Investment Symposiums.  Tom is a Phi Beta Kappa graduate of the University of Colorado. Tom is the former President of The Learning Connection of Naples and has previously served on the boards of Youth Haven Foundation and the Naples Winter Wine Festival.}

_{Robert T. Edwards  is a former branch and regional manager of a FINRA member firm and was initially involved with opening the Prudential Securities office in Naples in 1984. He is a Managing Director - Investments and Senior PIM Portfolio Manager.  Bob is responsible for the creation and management of a number of investments styles used by The Moran Asset Management Group. Bob’s financial background includes service to various local government and philanthropic organizations including Collier County Public Schools, The City of Naples, Collier County Government, The American Heart Association and the Naples Philharmonic. Bob has been a resident of Naples for 35 years and has over 20 years experience in financial services.  A former golf champion, Bob is an avid collector of modern art and rare books - pursuits for which he has been recognized by the Naples Philharmonic and interviewed by Forbes magazine.}

_{Donald P. Nealon  is a graduate of Florida Atlantic University with a B.S. degree in finance and a member of the International Association for Financial Planning. He is a Senior Vice President - Investments with Wachovia Securities and a Senior PIM Portfolio Manager. Don specializes in evaluating debt and equity public offerings. In the financial services business since 1985, Don also specializes in working with individuals and small businesses to help them meet their retirement and estate planning goals.}
  

_{Keith M. Jacoby, CIMA®, is a Managing Director - Investments for Wachovia Securities. Keith also specializes in coordinating the financial affairs for a select group of high-net worth families. His areas of expertise include integrating investment management with a comprehensive investment plan, diversifying concentrated portfolios, and assisting in philanthropic planning. After earning his Bachelor of Arts degree in Business Administration with Minor degrees in Economics and Psychology from Flagler College, Keith began his career in the financial services industry as an advisor at Prudential Securities in 1995. In 1999 he received his Certified Investment Management Analyst (CIMA) designation from the University of Pennsylvania's Wharton School of Business in conjunction with the Investment Management Consultants Association (IMCA). Keith is an active member of IMCA and maintains the CIMA designation by completing a minimum of 40 hours of continuing education every two years. Keith has served on a number of local planning boards including the advisory board for a local bank. A resident of Naples since 1985, Keith is married to Shannan and they have two children, Michael and Melissa.}