Merrill Lynch, Pierce, Fenner & Smith
47yrs
Top 1% by experience in Naples
17yrs
Michael Mongin has worked in the financial industry for 17 years and is a fiduciary financial advisor based in Naples, Florida. After three years at Wells Fargo Advisors and a year at Oneseven, Michael joined Moran Wealth Management in 2022, a firm offering financial planning, investment management, and selecting outside investment managers. Moran Wealth Management reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1061 advisors with offices in Naples, and one of 973 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?Top 24% by experience at Moran Wealth Management
Office5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$3 million
Advisors at the firm34
States licensed ?1 state
Services through Moran Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowMoran Wealth Management, LLCCurrent firm
- 2019 – 2022
- Apr 2019 – Nov 2019OnesevenPreviously
- 2015 – 2017GFO Advisory Services, LLCPreviously
- Apr 2015 – Jul 2015Truist Investment Services, Inc.Previously
- Jul 2009 – Apr 2010
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Moran Wealth Management at 239-920-4440 and ask for Michael Mongin. Michael works from the Naples, FL office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2009, about 17 years. Top 24% by experience at Moran Wealth Management.
What licenses does Michael hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Moran Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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