John Moran
John joined Evershore Financial Group in 2019. He brings more than 30 years of experience and knowledge helping clients manage their financial responsibilities across a diverse set of solutions. He is passionate about helping clients identify their financial priorities, set objectives, and organize a manageable plan to accomplish their goals for retirement, income, legacy and charitable giving.
John believes his clients are best served by a team approach that integrates their needs with appropriate experts in investments, income analysis, tax strategies, risk management and estate considerations. He strives to understand each client’s emotional biases and attitudes toward investing to help them develop a plan that is rational and consistent with their beliefs. His endeavors are grounded in the spirit of helping people with compassion and understanding. His goal is that clients bring him the problems that need solutions because they comfortably place their trust in him.
John earned a BA in Economics and Psychology at Boston College, and a JD at Loyola University of Chicago. He holds Series 7, 63, 65 and 66 registrations with FINRA as well as the Florida 2-15 License for Life, Health and Variable Annuities.
John began his career in Chicago as an attorney practicing corporate and real estate law. After several years in practice he transitioned to the mortgage finance department of a prominent Wall St. investment banking firm and developed a practice consulting with institutional investors to manage their fixed income portfolios. Since the mid 90’s John has been helping both institutional and individual investors manage portfolios for income and diversification. John understands that his individual clients now require more holistic planning that includes diverse financial solutions. He joined Evershore Financial Group to build out that commitment to his clients.
John has lived in Fort Lauderdale with his wife Ann since 2010. They enjoy tennis, cycling, and working around the house. But most of their free time is spent with four adult children, three grandchildren, and extended families throughout the US and Canada.
John Moran is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 7284 W. Palmetto Park Rd., Suite 106, Boca Raton, FL 33433. www.evershore.com.
