Phone:
(563) 344-4315(563) 344-4315
The Moran Group at Morgan Stanley
Direct:
(563) 344-4315(563) 344-4315
Our Mission Statement
With a deep understanding of your priorities, we provide the wisdom, experience and solutions to help you achieve your financial goals.
Our Story and Services
Building on a strategy rooted in disciplined asset allocation and professional investment management, over the past 26 years, John Moran has developed a practice predicated on trust. The addition of Matt Moran in 2021 has elevated the practice to a new level.
Matt’s experience, in both capital markets and as a Certified Public Accountant (not practicing at Morgan Stanley), helps bring a more comprehensive wealth management approach to the families we serve.
Backed by the resources of a global leader in Morgan Stanley, we are an advisory team with a deep history of client loyalty from those who both understand and appreciate our process, which has enabled many to make sound financial decisions for their families.
We are proud of the services and solutions we offer our clients and welcome the opportunity to deliver this same type of excellence to you and your family.
Matt’s experience, in both capital markets and as a Certified Public Accountant (not practicing at Morgan Stanley), helps bring a more comprehensive wealth management approach to the families we serve.
Backed by the resources of a global leader in Morgan Stanley, we are an advisory team with a deep history of client loyalty from those who both understand and appreciate our process, which has enabled many to make sound financial decisions for their families.
We are proud of the services and solutions we offer our clients and welcome the opportunity to deliver this same type of excellence to you and your family.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Client Resources
The listing below highlights a few of the digital resources and tools offered by Morgan Stanley that enable our clients to stay involved and informed in their financial journeys with us.
Morgan Stanley Online
Morgan Stanley Online ("MSO") and the Morgan Stanley Mobile App enables you to conveniently and securely manage your accounts online and on your mobile device. This platform provides a real-time view of accounts, allows our clients to make transfers to and from other financial institutions, and provides access to account statements, tax documents and financial plans developed through Morgan Stanley's Goals Planning System.
Morgan Stanley Online
Thoughts on the Market
Mike Wilson, Morgan Stanley's Chief Investment Officer and Chief U.S. Equity Strategist, and his colleagues provide their perspectives on the forces shaping the markets in this brief and informative podcast.
Thoughts on the Market Podcast
Total Wealth View
Total Wealth View is a component of MSO that allows our clients to see their complete financial picture in one user-friendly platform by linking external (non-Morgan Stanley) accounts to the system. This digital resource provides you with the ability to view your total wealth and overall asset allocations in a single location, and enables our team to provide more informed advice regarding your investment decisions at Morgan Stanley.
Total Wealth View
Digital Vault
Morgan Stanley's Digital Vault is a component of MSO that allows you to securely manage and store important documents - such as wills, deeds, estate plans, financial statements and tax filings. Your files are first scanned for viruses and malware, and then encrypted while transferred and stored. Access is limited to you and anyone you designate.
Digital Vault
2024 Federal Tax Tables
Access our comprehensive summary of the 2024 federal tax tables using the link below.
2024 Federal Tax TablesAdvice Matters
Location
4300 East 53rd St
Ste 300
Davenport, IA 52807
US
Direct:
(563) 344-4315(563) 344-4315
Meet The Moran Group
Matt Moran
Financial Advisor, Financial Planning Specialist
Phone:
(563) 344-4371(563) 344-4371
Michelle Baedke
Senior Registered Client Services Associate, Portfolio Associate
Phone:
(563) 344-4322(563) 344-4322
About John Moran
For 25 years, I have helped clients plan for their present and their future. I do this by listening, caring and helping address client needs. The disciplines I use center around asset allocation to help manage risk - and the professional management of client portfolios. Call me at 563.344.4315 or text me at 563.278.2949 to connect - thanks.
Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.
Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.
Securities Agent: AR, NC, MD, NY, WA, TN, WI, VA, UT, TX, SC, PA, OK, NV, NM, NH, MO, MN, MI, KY, KS, IN, IL, IA, HI, GA, FL, CT, CO, AZ; General Securities Representative; Investment Advisor Representative
About Matt Moran
Matt is a native of Davenport, Iowa and started his career at Morgan Stanley in 2021. He graduated with Highest Distinction from the Tippie College of Business at the University of Iowa in 2018 with degrees in both finance and accounting. Following graduation, Matt obtained his Certified Public Accountant license (not practicing at Morgan Stanley) and was named a recipient of the Elijah Watt Sells Award as result of his performance on the exams. He worked finance and accounting internships in Sydney, AU and Charlotte, NC before officially starting his professional career in Chicago with PwC's Capital Markets Accounting Advisory group. In this role, Matt and his teams advised their corporate clients on technical accounting complexities in capital raising and other transactional events - providing unique experiences and perspectives on the markets.
Matt serves on the Finance Committee at EveryChild, and is also a member of the Young Alumni Board at the Tippie College of Business.
Matt loves golf, Hawkeye sports, his dogs (Boone & Cooper) and wife (Meg) - in no particular order.
Matt serves on the Finance Committee at EveryChild, and is also a member of the Young Alumni Board at the Tippie College of Business.
Matt loves golf, Hawkeye sports, his dogs (Boone & Cooper) and wife (Meg) - in no particular order.
Securities Agent: SC, MD, OR, TX, KS, GA, WI, MI, IL, PA, KY, IN, CT, UT, OK, NV, NC, AZ, IA, HI, AR, TN, CO, VA, NY, MO, FL, WA, NM, NH, MN; General Securities Representative; Investment Advisor Representative
NMLS#: 2486916
NMLS#: 2486916
Contact John Moran
Contact Matt Moran
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Ready to start a conversation? Contact The Moran Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
7The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
8Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
7The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
8Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
