Nick Moran

Background

About Nick Moran

Nick, a CERTIFIED FINANCIAL PLANNER™, Portfolio Management Director, and Family Wealth Director with Morgan Stanley, has been pivotal in forging a path for affluent families, corporate executives, and philanthropic entities to help secure and enhance their financial legacies. Since joining Morgan Stanley in 2010, Nick has carved out a niche in utilizing the firm’s extensive resources to create personalized, sophisticated wealth strategies for generations of families around the world. In his tenure at Morgan Stanley, Nick has earned the Family Wealth Director designation, a recognition of his ability to navigate complex wealth scenarios and a distinction held by less than 5% of Morgan Stanley’s Financial Advisors (As of Dec 2023). His experience in managing discretionary portfolios is denoted by his title as Portfolio Management Director, a role in which he excels at distilling investment strategies clearly to his clients. An alumnus of Louisiana State University with a Bachelor of Arts in History, Nick brings a broad perspective to his work every day. Clients, as well as their attorneys and tax advisors, often seek his seasoned counsel. His accolades, such as being named in 2023 to the Forbes Top Next-Gen Wealth Advisors (Best-in-State) list and a team member on the 2025 Forbes Best-in-State Wealth Management teams in Louisiana, underscore his credibility, competency, and capabilities as a wealth advisor. Nick values the personal relationships he builds, a testament to his personable approach and the trust he garners within the financial community. 2023 - Forbes Top Next-Gen Wealth Advisors Best-in-State Source: Forbes.com (Awarded Aug 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/22 - 3/31/23. 2025 - Forbes Best-In-State Wealth Management Teams Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24.