Ronald J. Moran- Retired

Ronald J. Moran- Retired

Managing Partner

Phone: (281) 938-1126
Fax: (281) 938-1110
E-mail:
 

After many years in the financial industry, Ron has been able to accomplish what he helped clients do for years and has retired.  For the next couple of years Ron will be consulting and available for assistance with MDT Financial Advisors.  Ron graduated from Eastern New Mexico University with a degree in accounting and has an MBA from The University of Texas in Austin.  Following a career in the energy business, Ron has spent the last 15 years providing financial services to individuals and small businesses.  Prior to MDT Financial Advisors, LLC, Ron spent 14 years with Merrill Lynch as an Assistant Vice President of the Private Client Group.  Ron works with clients on developing investment strategies, investment planning needs and implementing fixed income solutions. 

Professional Registrations, Licenses and Certifications: 

  • CERTIFIED FINANCIAL PLANNER™ professional certification
  • Series 7, General Securities Representative
  • Series 63, Uniform Securites Agent State Law
  • Series 65, Uniform Investment Advisor
  • Texas Life, Accident & Health Insurance License