Merrill Lynch Financial Advisor J. Douglas Moran has been nationally recognized as a top advisor by Barron's magazine in its annual "America's Top 1,200 Advisors: State-by-State" list.

Merrill Lynch Financial Advisor J. Douglas Moran has been nationally recognized as a top advisor by Barron’s magazine in its annual “America’s Top 1,200 Advisors: State-by-State” list. Moran divides his time between Wayne, Pennsylvania, and Laguna Beach, California. He has been working for Merrill Lynch for 18 years.

Doug has developed an approach that focuses on multigenerational wealth management, estate planning services and, through resources at Bank of America, trusts. He holds the Series 7, 63 and 65 FINRA registrations. He also holds the Chartered Retirement Planning CounselorSM (CRPC®) designation. Doug is a qualified portfolio manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies.

Advisors considered for the “America’s Top 1,200 Advisors: State-by-State” ranking have a minimum of seven years’ financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings.

“Doug’s inclusion on Barron’s annual ‘America’s Top 1,200 Advisors: State-by-State’ list demonstrates his commitment to providing clients a personalized and holistic financial approach to help them pursue personal goals. This recognition is well-deserved, and we are proud to support Doug with the strength of the firm’s resources as he continues to offer insightful guidance to clients,” said Christopher Miller, director of the Suburban Philadelphia complex.