16. Looking Beyond Titles: How to Choose a Wealth Advisor

Finding the right financial advisor involves more than reviewing past performance, it starts with asking thoughtful questions and understanding how advice is delivered.In this episode, Tony Stich speaks with Don Drury about factors investors may consider when evaluating a financial professional. The discussion covers differences between brokerage and advisory relationships, including fiduciary versus suitability standards, as well as how compensation structures can influence the services provided.They also outline questions investors may wish to ask during the selection process, along with considerations such as advisor experience, communication style, and transparency around fees and services. The conversation highlights common industry practices and encourages listeners to take an active role in understanding their financial relationships.This episode is intended to provide general educational information to help individuals make more informed decisions when evaluating financial professionals. It is not intended as personalized investment advice or a recommendation to hire or retain any specific advisor.The content on this page and/or video is for educational purposes only and should not be construed as investment advice. All investments involve risk, including the possible loss of principal. This content does not constitute a recommendation to buy or sell any security. Specifically, the content is intended to provide education and tools for individuals evaluating financial professionals and planning decisions. Should you need personalized investment advice, you should consult with a registered investment adviser. Any communications on this page with other individuals that are not associated with Moran Wealth Management, LLC are done voluntarily by users and are unsupervised and unaffiliated with Moran Wealth Management, LLC and Moran Wealth Management, LLC has no responsibility or liability over any discussions or advice that may be given. Moran Wealth Management, LLC is a registered investment adviser and can provide investment advice. If you are interested in Moran Wealth Management, LLC’s advisory services, you can contact us at 239-920-4440 or [email protected] disclosures, visit: https://www.moranwm.com/disclosuresThis communication may contain testimonials of Moran Wealth Management’s clients. These testimonials reflect the real-life experiences and opinions of these customers. However, these experiences are personal to them and are not necessarily representative of all clients’ experiences. Moran Wealth Management® makes no claim, and you should not assume that all clients will have the same experiences. Your individual results will vary. The views and opinions contained in the testimonials belong solely to the individual client and do not reflect our views and opinions. Clients are not paid or otherwise compensated for their testimonials.