Robert Moran is the President and founder of Moran Insurance Services LLC.
Many clients of Moran Insurance Services LLC come in with doubts and/or fears about having enough money to enjoy a worry-free retirement.
Those doubts are quickly addressed by the process implemented by Robert and his diverse background. Robert has over 25 years of experience in the insurance and financial services industry.
Robert is able to communicate the complex issues that most people face when it comes to their money in terms and strategies that they can easily understand. Strategies include income planning such as utilizing proven social security maximization strategies, asset appreciation while eliminating downside risk, wealth transfer and legacy planning, and many more.
With his unique style of communication, Robert is able to truly serve his clients needs and goals by providing solutions and strategies that will help them achieve what is important to their individual and unique lifestyle. Robert was born and raised in Connecticut but has called central Florida his home for over 35 years.
Rees Bridges brings a unique value to the IFW as both a highly accomplished creative professional and a successful financial services executive to serve in his role as Senior VP, Marketing & Communications.
Over the last decade Rees has served as the lead marketing & communications professional for a Fortune 500 Financial Services firm. He oversaw all advisor marketing strategies, client communications, and the entire firms branding and marketing initiatives.
Rees continues to pursue his passions as a creative professional & musician for over 30 years, with an impressive profile and reputation as a designer, performer, teacher, and studio musician. Here is a little secret: He serves in the role as an international clinician for Mapex drums, Paiste Cymbals and held the record for world’s fastest drummer between 2006 and 2007.
Rees grew up in London, England and currently resides in Miami, Florida. When not at work, he enjoys spending time with family and friends, traveling, and indulging in his passions for music and creative pursuits.