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https://www.barrons.com/advisor/articles/thomas-moran-leaves-wells-fargo-finet-independent-ria-51661354917

Moran Exits Wells Fargo’s FiNet to Launch $4 Billion RIA

By
Kenneth Corbin
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Moran Wealth Management, a Florida practice led by a top-ranked advisor, has departed Wells Fargo’s independent broker-dealer to launch a registered investment advisor firm. 

The practice plans to shift its more than $4 billion in client assets to  BNY Mellon’s Pershing custodian.

CEO Tom Moran, a more than three-decade veteran of the industry,...

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