NAPLES, Fla. - September 25, 2018 - (Newswire.com)
Kylen Moran, Financial Advisor with Moran Edwards Asset Management (www.MoranEdwards.com) was ranked in the top 100 in Forbes’ annual Next Generation Advisor list. Moran is one of only ten women listed in the top 100.
“I love my job and that I am able to help my clients succeed financially,” said Moran. “Recognition among other future leaders in the financial services industry is an absolute honor.”
Originally from Naples, Moran has worked for Moran Edwards Asset Management of Wells Fargo Advisors for the past five years and has earned the designation of Premier Advisor in 2018. A designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism. She graduated cum laude from Williams College. Moran has volunteered with the Naples Children’s Education Foundation, the United Arts Council, and the Naples Junior Woman’s Club.
The Forbes’ Top Next Generation Advisor list ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
Moran Edwards Asset Management is a money management practice. The group is responsible for $4 billion in client assets as of June 30, 2018 and has served the Naples community for 30 years. Moran Edwards Asset Management Group is located at 5801 Pelican Bay Boulevard in Naples. For more information, call 239.254.2200 or visit www.MoranEdwards.com.
Related Links
Moran Edwards Asset Management
Press Release Service by Newswire.com
Original Source: Kylen Moran Named to "Forbes" Top Next Generation Advisor List
