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William Raveis - Moran Wealth Management LLC

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Firm Details

Metro area Naples
CRD Number 341425
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Overview

William Raveis – Moran Wealth Management, LLC is a U.S.-based registered investment advisory firm formed through a strategic partnership between Moran Wealth Management and William Raveis. The firm provides fiduciary wealth management and asset management services, helping clients integrate real estate decisions with broader financial planning, investment strategy, and long-term wealth preservation. Established in 2026 and headquartered in Naples, Florida, the firm operates as a newly formed advisory entity combining Moran Wealth Management’s investment expertise with William Raveis’ real estate client network. It delivers portfolio management, financial planning, and advisory services, focusing on aligning real estate transactions with asset allocation, estate planning, and multi-generational wealth strategies.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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