Merrill
47yrs
Top 1% by experience in Naples
3yrs
Devon Banning is a fiduciary financial advisor in Naples, Florida, with 3 years in the industry. Devon joined Moran Wealth Management in 2023, a firm offering financial planning, investment management, and selecting outside investment managers. Devon holds the CFP® designation.
One of 1061 advisors with offices in Naples, and one of 973 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowMoran Wealth Management, LLCCurrent firm
Contact Devon
(239) 920-4440Moran Wealth Management main office 5801 Pelican Bay Blvd, Suite 110Naples, FL 34108Office · Get directions Firm websitewww.pelicanbaycap.com
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Questions to ask Devon
Tailored to Devon’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 Devon
How do I contact Devon?
Call Moran Wealth Management at (239) 920-4440 and ask for Devon Banning. Devon works from the Naples, FL office.
How long has Devon been a financial advisor?
Devon has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Devon hold?
Series 65. Tap any license on this page to see what it allows.
Is Devon a fiduciary?
Devon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Devon paid?
Moran Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Devon 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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