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Michael Mongin, J.D., CPWA®

Michael Mongin, J.D., CPWA®

Partner, VP - Counseling

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location of Michael Mongin, J.D., CPWA®Naples, Florida, United States

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  • Timeline

  • About me

    Senior Vice President at Moran Wealth Management

  • Education

    • Albany Law School

      1991 - 1994
      Juris Doctor Investment Mgmt, Estate Planning, Wealth Transfer, Business Succession, Tax, Philanthropy

    • Hartwick College

      1987 - 1991
      B.A. Political Science, Business Management

      Activities and Societies: Men's Basketball

  • Experience

    • Ayco, a Goldman Sachs Company

      Jan 1994 - Jan 2009
      Partner, VP - Counseling

      Trusted financial advisor providing comprehensive financial counseling to high net worth clients.

    • Wells Fargo

      Jan 2010 - Jan 2014
      Sr. Wealth Planning Strategist, The Private Bank

    • GenSpring - SunTrust Private Wealth

      Jan 2014 - Jan 2018
      Sr. Family Wealth Advisor

    • Moran Wealth Management®

      Jan 2019 - now
      Senior Vice President, at Moran Wealth Management

      Senior financial advisor and practice leader for collective wealth and investment management experience.

  • Licenses & Certifications

  • Volunteer Experience

    • Board of Directors - Planned Giving Committee- Member

      Issued by Gulfshore Playhouse, Naples FL on Nov 2020
      Gulfshore Playhouse, Naples FLAssociated with Michael Mongin, J.D., CPWA®

    • Officer, Board of Directors

      Issued by American Red Cross Central Florida Region on Jun 2015
      American Red Cross Central Florida RegionAssociated with Michael Mongin, J.D., CPWA®

    • Member, Planned Giving Committee of the Board of Directors

      Issued by American Red Cross Central Florida Region on Aug 2010
      American Red Cross Central Florida RegionAssociated with Michael Mongin, J.D., CPWA®

    • Member/Volunteer, Salute to Armed Forces Golf Tournament Committee

      Issued by American Red Cross Central Florida Region on May 2010
      American Red Cross Central Florida RegionAssociated with Michael Mongin, J.D., CPWA®