Quarter
over quarter
Quarter Over Quarter is where legacy wealth finds its voice. Each episode delivers the strategies, insights, and nuances reserved for the few — not the many.
About Quarter
Over Quarter
Quarter Over Quarter offers once-monthly conversations with Tom Moran and Don Drury on the strategies, structures, and stewardship practices utlized by high-net-worth individuals and families. From advanced planning and private markets to family governance and tax efficiency, the show provides institutional-level insights for those focused on preserving and growing multigenerational wealth.
Thoughtful, sophisticated, and deeply informed, it’s where legacy wealth finds its voice.
Brought to you by
Moran Wealth Management, LLC is an Independent Registered Investment Advisor (RIA) based in Naples, FL.
With a dual focus on asset management and private wealth advisory, we provide comprehensive investment solutions for individuals, families and institutions seeking tailored portfolios and future-focused financial plans.
Meet the hosts
Tom Moran, AIF®
Chairman | CEO | CIO
Tom Moran is among the most highly ranked and recognized financial advisors in the country, with over 30 years of experience serving high-net-worth individuals and families. As Chairman, CEO, and Chief Investment Officer of Moran Wealth Management®, he leads a nationally ranked team of more than 40 professionals dedicated to delivering sophisticated, client-first investment strategies.
Read More
Tom brings a disciplined, values-driven approach to portfolio design, wealth preservation, and family legacy planning. He’s been ranked the #1 Financial Advisor in Southwest Florida by Barron’s for over 15 years – placing him in the outlet’s distinguished Hall of Fame – and is consistently named among the Top 100 Advisors nationwide by Barron’s, Forbes, and the Financial Times.
On Quarter Over Quarter, Tom distills decades of experience into strategic conversations that go beyond the basics with the goal of helping families protect and grow multigenerational wealth with clarity and conviction.
Don Drury
President
With over 26 years of experience in wealth and financial management, Don Drury brings both strategic insight and hands-on leadership to his role as co-host of Quarter Over Quarter. Before joining the firm, Don spent over a decade at PNC Bank as a Wealth Director and Senior Vice President, where he led cross-functional teams and oversaw complex financial initiatives aimed at enhancing client outcomes.
Read More
Don’s expertise spans high-net-worth client development, portfolio analysis, asset protection planning, and multi-generational wealth strategies. His ability to align sophisticated financial tools with each client’s long-term vision makes him a trusted advisor to families focused on preserving and growing their legacy.
On the podcast, Don brings an analytical yet approachable voice to conversations about advanced planning, tax efficiency, and market strategy.
What our
listeners say
“Lorem ipsum dolor sit amet consectetur adipiscing elit. Quisque faucibus ex sapien vitae pellentesque sem placerat. In id cursus mi pretium tellus duis convallis tempus leo eu .”
As Featured On
Logo Here
Logo Here
Logo Here
Logo Here
LET’S TALK
Your financial future deserves clarity and confidence. Ready to take the next step?
Schedule your consultation with Moran Wealth Management today.