05/19/2026
Dear William Raveis Family,
As a component of our Elite Concierge Services—today marks the official launch of the new William Raveis Wealth Management offering...way to go!
This is an incredible opportunity, giving our agents two additional revenue sources. First, a preferred discount is available to our agents, employees, plus their parents and children, by investing their own funds with Moran Wealth Management (MWM). Second, by becoming a William Raveis Wealth Management Coordinator, agents are eligible to make introductions and referrals to MWM. Your customers and clients will appreciate knowing they’re working with the premier fiduciary advisory firm in Florida and #9 in the U.S.
Marketing has produced a one-page flyer promoting our partnership to referrals. Tom Moran, Don Drury, and team have nearly 150 years of combined experience helping clients understand how major property decisions intersect with a variety of financial considerations, like trusts and investment strategy.
The beauty of this program is how easy and straightforward it is. Just like making a relocation referral, one call/email connects them to the professionals at MWM. Those agents interested in becoming a William Raveis Wealth Management Coordinator must first complete the required steps before initiating any referrals or introductions. Even for your personal investment fund, these steps are non-negotiable but quite simple to do. Get started today!
Step #1 Watch our Partnership Overview video.
Step #2 Watch a 5-minute Coordinator Training video and receive a MWM DigiSign Attestment form to your Raveis email. Complete all information, sign, and submit.
Step #3 Once approved by MWM, begin making introductions, referring clients, friends, and family by calling MWM on our dedicated line 239.920.4521 and using the partnership flyer available in your local office.
By the way, as an investor myself, I had to watch the videos and sign the required paperwork. At William Raveis, we’re always ahead of the curve, delivering the best luxury services to our clients and customers together.
Go Team!
With gratitude,
Bill
