Business & Tech
Checso Financial Advisor Recieves Top Honor
J. Douglas Moran of The Moran Toth Group is named on the 2022 Barron's "Top 1,200 Financial Advisors."
TREDYFFRIN TWP — J. Douglas Moran, managing director and senior financial advisor of the firm, The Moran Toth Group, was named one of the top financial advisors on the 2022 Barron’s “Top 1,200 Financial Advisors list.
Moran, a graduate of Providence College, Providence, R.I., joined Merrill Lynch Wealth Management in 1996 as a financial advisor.
He developed developed an investment approach that focuses on multigenerational wealth management and estate planning.
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Moran lead a peer-to-peer mentoring program with other financial advisors within the firm, teaching other wealth management teams key skills based on his client-centric approach.
His passions include biking, tennis, hiking, spending time with his wife, Maryellen and their three children, and philanthropy. Moran resides in Wayne.
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He was also named to the 2015, 2016, 2020, 2021 “Barron’s Top 1,200 Financial Advisors” and the 2018-2021 Forbes “Best-in-State Wealth Advisors” lists.
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