Bachelor of Science
University of Richmond
Master of Business Administration
College of William and Mary
Series 7 24 & 65
CT Life & Health Insurance license
Richard Moran Jr. joined Allied Wealth Partners in October 2019 previously being the president of MDZ Wealth Management, LLC. Mr. Moran'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. Mr. Moran also received a BA from the University or Richmond in 1986 where he was inducted into Omicron Kappa Delta Leadership Society and named "Most Outstanding Contributor to University and Student Life" during his junior year. Prior to returning to school for his master’s degree, he had worked in a managerial capacity for several closely held corporations.
Mr. Moran is a member of the Financial Planners Association, the National Association of Financial and Investment Advisors and the General Agents and Managers Association. He is a multiple qualifier of the Million Dollar Round Table and a recipient of the National Quality Award from NAIFA.
Mr. Moran carries series 7, 24, and 65 FINRA registrations as well as a Connecticut Life and Health Insurance license. He is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. He holds the Chartered Life Underwriter (CLU) designation from the American College. Mr. Moran served two terms as President of Agency Management Resource Group (AMRG) of the Securian Financial Network. The membership of the AMRG consists of management and development personnel from the firms associated with the Securian Financial Network nationally.
He has also been involved in numerous community and charitable organizations including having served as a two term President of the Orange Chamber of Commerce.
Additionally, Mr. Moran serves as a high school football official and has performed as an actor and singer in several local area concert and musical theater productions. He currently lives in Hamden with his wife Dawn, son Collin and daughter Kayli.
The Securian Financial Network, the marketing name for the sales and distribution arm of Securian Financial Group, Inc.; its subsidiaries and affiliates, is a nationwide network of financial services firms. Products and services are offered and sold only by appropriately licensed entities and financial representatives. 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. Securities and investment advisory services are offered through Securian Financial Services, Inc., member FINRA/SIPC. Allied Wealth Partners is independently owned and operated. Tracking #: 2809452 DOFU: 11/2019