Darren Moran, CTFA
Managing Principal

CONNECT

Address:

2640 Golden Gate Parkway Suite 206
Naples, FL 34105

Phone:

239-774-7745

Fax/Other:

239-300-4395

Darren Moran, CTFA

Experience

 

Managing Principal

Wells Fargo Advisors Financial Network
 – Present 2640 Golden Gate Parkway Suite 206 Naples Florida 34105

Vice President Financial Advisor

Morgan Stanley
 –  (21 years) Naples, Florida Area, United States

Certifications

2011 - 2016: Authored New Content and Revisions 
“ABA Wealth Advisory & Personal Trust Series”

2011: Faculty CTFA Wealth Advisory & Personal Trust 
Emory University, Atlanta, Ga.

2012: Faculty CTFA Wealth Advisory & Personal Trust 
CTFA Exam Prep Course: Investment Management

2005 - 2011: CTFA Test Development and Competency Standards
American Bankers Association's Institute of Certified Bankers Washington, D.C.

Specialties: Trust Portfolio Management & Consulting
Irrevocable Life Insurance Trust Solutions

 


Education

 

Cannon Financial Institue

Certified Trust and Financial Advisor CTFA, Trust School 1 - 2 - 3

St. John Fisher College

Bachelors of Science, Finance

 

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