Moran, McWherter & Associates

Whether you’re saving to buy or remodel a home, invest in a second home, planning future travel, or simply meeting today’s needs while feeling more confident that you’ll be able to live the retirement you’ve worked hard for, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as ongoing meetings and digital tools to track your progress, we can help you achieve your financial goals and adjust to whatever life brings.


Advisors

Edward Moran

Edward Moran

Financial Advisor

Vice President
Visit Edward Moran's website
Matthew McWherter

Matthew McWherter

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Matthew McWherter's website
Mark Stephens

Mark Stephens

Financial Advisor

Visit Mark Stephens's website
Jeffrey Thrana

Jeffrey Thrana

Financial Advisor

Visit Jeffrey Thrana's website
Shawn Kennedy

Shawn Kennedy

CLTC®

Financial Advisor

Visit Shawn Kennedy's website

Team

Beth LaBanco

Beth LaBanco

Client Service Associate,

Operations Specialist