Patrick Moran
Forbes | SHOOK® “Best-in-State Next-Gen Wealth Advisors” list in 2025 and 2026
Published annually Aug - Sept. Rankings based on data as of March 31 of current year
Since 2014, Pat has worked closely with ultra high net worth families, providing advice and guidance designed to help them navigate the complexities of significant wealth. His approach begins with understanding what matters most to each family and extends beyond investments to broader considerations involving planning, lending, philanthropy and liquidity events. His areas of focus include wealth planning, analysis and asset allocation.
Pat currently holds the Senior Portfolio Manager title. A Senior Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with other Merrill Advisors.
A Michigan native, Pat earned his B.S. Degree in Business from Le Moyne College. He lives in Bloomfield Hills with his wife, Kelly, and their children, Hunter and Madison. Outside the office, Pat enjoys golf at Oakland Hills Country Club and traveling with his family.
*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
*Forbes | SHOOK® “Best-in-State Next-Gen Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
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