Michael Mongin
Senior Vice President@ Moran Wealth Management®
Naples, Florida, United States
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Michael Mongin is a highly experienced wealth advisor and counselor with over 28 years of expertise in private wealth. He specializes in relationship management, high net worth individuals, wealth management, and strategic financial planning. Based in the United States, Michael is dedicated to helping prosperous individuals and families increase their net worth by delivering comprehensive information and advice in all aspects of wealth and finance management. He is dedicated to delivering professional private wealth insight to help clients achieve tangible and meaningful economic results.
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Emails and Phone Numbers

@crescentwealthadvisory.com
@gmail.com
@suntrust.com
@moranwm.com
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About

A wealth advisor and counselor with over 28 years of experience in all aspects of private wealth, striving to help prosperous individuals and families increase their net worth by objectively conveying comprehensive information and advice in all areas of wealth and finance management. Delivering professional private wealth insight to help clients achieve tangible, distinguished and meaningful economic results by implementing the most appropriate wealth strategies across multiple financial disciplines. This information is intended for use only by residents of AR, AZ, CO, CT, DC, FL, ID, IL, LA, MD, NV, OH, PR Moran Wealth Management 5801 Pelican Bay Blvd, Ste.110 Naples FL, 34108 239-920-4440 [email protected] Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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Work Experience

5801 Pelican Bay Blvd , Naples , FL, 34108, US

Financial Services

24
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Michael Mongin's Professional Milestones

  • Ayco - VP Counseling (2003-07-01~2009-03-01): Delivered exceptional client CARE services to clients in a fast-paced setting, achieving their highest satisfaction and retention rates
  • Senior Family Wealth Advisor (2015-07-01~2018-01-01): Provided holistic financial guidance to clients, providing strategic insights on their financial growth and needs.
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Education

Albany Law School
Albany Law School

Business,

Doctor Of Jurisprudence,

Doctorates,

Investment Mgmt,

Estate Planning,

Wealth Transfer,

Business Succession,

Tax,

Philanthropy

1991-1994
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