Moran and Associates
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. WE will work to help you pursue your goals through personalized wealth management strategies.
Please join us for a candid conversation with Weston Wellington from Dimensional Fund Advisors about how the market can be impacted by the presidential election and the implications the election can have on the returns of the market.
Light fare and drinks will be served. Please RSVP by August 29th.
Thursday, September 12, 2024
4:00 p.m. to 6:00 p.m. ET B.C Brewery 10950 Gilroy Road Suite F Hunt Valley, Maryland 21031
We welcome you to join our discussion on a Guide to Retirement for Women. We will review a checklist and key factors and considerations women should review on their journey to retirement.
Join us for a fun evening of finance and fashion at a private shopping experience at Apricot Lane Boutique, Cockeysville. The event will offer female finance tips along with special deals from Apricot Lane to spruce up your Spring/Summer wardrobe exclusive to our guests.
Moran and Associates is happy to host FBI Agent, Sarah Lewis, to deliver a compelling presentation on Protecting Yourself from Elder Fraud. Agent Lewis will share information, resources for potential victims, and real life stories to help educate our guests on how you can protect yourself.
Join us for a fun fall evening at Boordy Vineyard where you'll enjoy dinner from Jimmy's Seafood, lively entertainment provided by The Bachelor Boys Band and of course ample wine from the vineyard!
Tuesday, October 08, 2024
6:00 p.m. to 9:00 p.m. ET Boordy Vineyards 12820 Long Green Pike Hydes, Maryland 21082
RSVP to denise.m.rodriguez@ml.com
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
