Kathy Moran Wealth Group

06/21/2026

Happy Father's Day to all those who embody the role of a father and whose support helps shape the lives of those around them. To all who nurture, inspire, and care for others in a fatherly role, we hope you enjoy your day!

06/19/2026

Today, we recognize Juneteenth as a day to honor the strength, resilience, and contributions of Black Americans. May this day serve as an important reminder of the ongoing pursuit of equality and reaffirm the importance of unity, respect, understanding, and inclusion within our communities.

06/15/2026

Thursday evening, our team had the pleasure of attending the Forbes Center for the Performing Arts Masterpiece Season premier event. We learned about the incredible performances and programming planned for the upcoming 2026–2027 season, for which we are elated to once again serve as the Season Sponsor.

This event was also a special opportunity to recognize Regan Byrne, Executive Director, on her retirement. We would like to extend our heartfelt congratulations and sincere thanks for her service as the founding director of the Forbes Center. Her vision, leadership, and dedication helped shape the Forbes Center into the remarkable cultural destination it is today, and her impact on our community will be felt for years to come.

06/11/2026

Your digital life holds more than just passwords and should be an important part of your estate planning. Read more about how these digital aspects of your life can factor into your plans and where to start.

raymondjames.com

06/08/2026

We are honored to continue our support of the Shenandoah Bach Festival for the 2026 season. This annual festival brings together world-class musicians in celebration of the timeless music of Johann Sebastian Bach and other classical composers. Beyond the music itself, the festival enriches our community through education, artistry, and cultural connection. We are grateful to be part of an event that continues to inspire audiences and celebrate the enduring impact of the arts throughout the Shenandoah Valley.

Learn more about the upcoming concerts here:
https://www.svbachfestival.org/

06/05/2026

Peace of mind comes from knowing your affairs are in order. An heir preparation packet helps loved ones navigate key responsibilities with clarity and confidence during a difficult time. Learn what belongs in yours.

raymondjames.com

06/01/2026

Kathy Moran Wealth Group congratulates all 2026 graduates on this momentous milestone. As you step into your next chapter, we wish you continued growth and success in all that lies ahead.

05/25/2026

Today, we pause in remembrance of the brave women and men who gave their lives in service to our country, and reflect on their sacrifice with deep gratitude and respect. Their legacy reminds us of the enduring value of service, commitment, and community.

05/22/2026

A health savings account offers unique tax advantages that can make it a powerful addition to your retirement strategy. Discover how thoughtful planning can help you maximize its long-term potential.

raymondjames.com

05/19/2026

Congratulations to Kathy Moran on once again being named to the Forbes Best-in-State Wealth Advisors and Forbes Best-in-State Women Wealth Advisors lists!

These prestigious recognitions are a testament to Kathy's unwavering dedication, trusted guidance, and commitment to helping clients pursue their financial goals with confidence. We are proud to celebrate this incredible achievement and the lasting impact she continues to make on clients and our community.