Moran, McWherter & Associates

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo for Moran, McWherter & Associates
Team photo for Moran, McWherter & Associates

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Advisors

Jeffrey Thrana

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jeffrey Thrana's website

Edward Moran

Financial Advisor

Vice President of Moran, McWherter & Associates
Visit Edward Moran's website

Matthew McWherter

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Matthew McWherter's website

Mark Stephens

Financial Advisor

Visit Mark Stephens's website

Shawn Kennedy

Financial Advisor

Visit Shawn Kennedy's website


Team

Beth LaBanco

Beth LaBanco

Operations Director