Richard Moran Jr.
Education
- Bachelor of Science
- University of Richmond
- Master of Business Administration
- College of William and Mary
Professional Designations
- Series 7 24 & 65 Registrations
- CT Life & Health Insurance license
Richard Moran Jr. joined Allied Wealth Partners in October 2019 previously being the president of MDZ Wealth Management, LLC. Rich’s position with MDZ Financial Group gave him valuable insight into the financial issues of those owning closely held businesses.
He concentrates much of his client work in the areas of business continuation, protection, compensation and wealth accumulation strategies.
He joined the financial services industry in 1991 after receiving an MBA from the College of William and Mary. Rich also received a BA from the University or Richmond in 1986 where he was inducted into Omicron Kappa Delta Leadership Society. Prior to returning to school for his master’s degree, he had worked in a managerial capacity for several closely held corporations.
Rich carries series 7, 24, and 65 FINRA registrations as well as a Connecticut Life and Health Insurance license. He also holds the Chartered Life Underwriter (CLU) designation.
Outside of the office, Rich has been involved in numerous community and charitable organizations including having served as a two term President of the Orange Chamber of Commerce.
Rich has officiated high school football in New Haven County, CT for over 30 years. Rich is also actively involved in the Arts as a vocalist and actor in Southern Connecticut theater and concert scene. He can be heard across Connecticut and parts of New York and Rhode Island hosting the weekly radio program “One Great Song” on the stations of WMNR. He currently lives in Hamden, CT with his wife Dawn, son Collin and daughter Kayli.
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation. Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership and achievement. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.
