With more than 30 years of experience in financial planning and investment management, Brian Moran has the accumulated knowledge and perspective to help you with your financial goals. Brian understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Brian will be with you every step of the way, offering sound advice and customized financial strategies designed specifically for you.

Brian endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your investment strategy.

Based on what he learns about you and your goals and an analysis of the current financial markets, Brian designs a customized investment strategy based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Brian puts it into action and reviews its performance for opportunities to adapt to life changes and new goals.

Brian began his career in financial services in 1992 and previously spent six years with Wells Fargo. Today, Brian provides financial and estate planning through the use of equities, fixed income securities, managed money, 529 education savings plans and more through Raymond James.

A native of St. Joseph, Missouri, Brian resides in Kansas City. He is a member of Sertoma. Away from the office, Brian enjoys golfing and traveling.

Raymond James is not affiliated with any organizations mentioned above.