Together with his team, Beltline Group at Wells Fargo Advisors, Dave Moran manages assets for individuals, trusts, retirement plans, charitable organizations and businesses. With almost three decades of experience, he develops and implements customized strategies for building wealth through goals-based planning and sophisticated investment strategies. His mission is to provide objective and timely financial advice and guidance - with the highest level of professional service.

Dave began his career as a Principal with Bernstein Global Wealth Management practicing in both Florida and Georgia. Subsequently, he spent thirteen years at UBS Private Wealth Management before moving his practice to Wells Fargo Advisors. His experience also includes positions with Morgan Stanley. Dave holds a bachelor’s degree in Finance from The University of Florida. With an emphasis on continuing education, he has also earned the CERTIFIED FINANCIAL PLANNERTM, or CFP®, practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this designation, he had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.

Recently, Dave was recognized as a Platinum Council Advisor, previously known as Premier Advisor, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the previous year, and professionalism. In addition, his team was named a Forbes Best-In-State Wealth Management Team for 2024.

Active in the local community, Dave participates in many civic and community organizations, including the Ovarian Cancer Institute and Leukemia & Lymphoma Society. Away from the office, he enjoys time with his wife, Amy, and their five children. He is also an avid pickleball player.

As a member of Beltline Group of Wells Fargo Advisors, Madison oversees and manages assets for wealthy families, trusts, charities and businesses. Utilizing his 25+ years of private wealth management experience, Madison advises his clients on the strategy, execution and monitoring of their investment portfolios in order to maintain and build toward the family’s wants, needs and goals. His mission is to provide objective and timely financial advice and guidance - with the highest level of professional service.

Madison spent the first 7 years of his career as a mechanical engineer, primarily focused on the design and construction of healthcare facilities. After receiving his MBA, he spent 8 years at Goldman Sachs and 16 years at UBS in private wealth management.  Madison holds a bachelors degree in Engineering and an MBA, both from Vanderbilt University.

Beltline Group was recently named a Forbes Best-In-State Wealth Management Team 2024.

In the local Atlanta community, Madison participates in a number of activities including coaching youth football, basketball and track and field. When not at the office, he spends time with his two children outdoors and on the lake.

 

2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.