J Douglas Moran

About J Douglas Moran

I take pride in providing the families we serve with a personalized, client-focused…

Experience

1. Senior Financial Advisor, Managing Director

   Merrill Lynch

   Jul 1996 — Present

   When evaluating who can effectively help you manage your wealth, look at the quality of our team and the breadth of our experience. I have 19 years of experience helping affluent families through multiple economic and market cycles. I am supported by a team of client associates chosen for their outstanding financial skills, fresh thinking and commitment to providing outstanding service. Everyone on this team strives to help clients shape their own financial destinies. That means you see strategies that focus on your individual goals and the paths you want to follow. We don\'t chase the markets - we help clients pursue their dreams.*Source: Forbes \"Best-in-State Wealth Advisors\" ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client\'s experience, future performance, or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved.