Kathy Moran Wealth Group

08/26/2026

As a new school year begins, we want to wish all students, teachers, and families a successful and rewarding year ahead.

A special shoutout goes to the students of the Kathy Moran Wealth Group family! Here's to a fantastic school year filled with growth, learning, and success.

08/21/2026

We're proud to once again serve as the Presenting Sponsor of the Harrisonburg-Rockingham Chamber of Commerce Presidential Address. This event provides a unique opportunity to hear from the presidents of Bridgewater College, Eastern Mennonite University, James Madison University, and Blue Ridge Community College as they share their perspectives on the future of higher education and its impact on our region. We are honored to support this important community conversation.

08/19/2026

Most of us associate 529 plans with college savings. They offer flexibility, allowing you to transfer assets to another beneficiary to support their educational goals. But did you know that a 529 plan can also be a powerful estate planning tool?

raymondjames.com

08/14/2026

On Wednesday evening, we were elated to serve as the sponsor of the local opening band, The Minor Four, at the Levitt AMP Harrisonburg Music Series. Both The Minor Four and headliner Fabiola Méndez provided a wonderful evening of live music.

We value this series' mission of bringing people together through free, live music in welcoming public spaces, and we thank Harrisonburg Downtown Renaissance for their hard work in making this series a reality! We are proud to support their efforts to create a vibrant downtown for businesses, residents, and visitors alike.

Learn more: https://www.downtownharrisonburg.org/levitt-amp-music-series

08/12/2026

A 529 plan can be a valuable savings tool when planning for education expenses. Read on to learn the basics of 529 plans and discover how they can be used for more than just college savings.

raymondjames.com

08/10/2026

Congratulations are due once again to Kathy Moran!

Kathy has earned two prestigious AdvisorHub recognitions for 2026: 200 Women Advisors to Watch and 400 Advisors to Watch Under $1B.

These distinctions celebrate Kathy's client-centered approach, thoughtful guidance, and dedication to helping others succeed.

08/04/2026

With back-to-school season just around the corner, there's no better time to start planning for education savings. A 529 plan has long been a smart way for many families to invest in their children's or grandchildren's futures. Learn more about how these changes could benefit you and your family.

raymondjames.com

08/02/2026

As our summer travels continue, last week Adam and his family had the opportunity to attend the Raymond James RJFS ICD Northeast Summer Symposium at Skytop Lodge in Skytop, PA. Adam connected with fellow advisors and gained valuable insights into the strategies and resources that will help shape the future of our business, all while enjoying quality time with his family.

Creating family memories while bringing back practical tools and fresh ideas to continue providing the highest level of service to our clients is a true summer getaway win! Investing in learning means investing in those we serve, and Adam and the team look forward to putting what he learned into action.

07/23/2026

As you enjoy your summer travel plans, don't forget to protect your personal information. Learn more here.

raymondjames.com

07/21/2026

Our Summer Vacation Series is well underway, and this time, we're escaping to the islands! Hillary, her husband Ryan, and their son Pierce spent their summer vacation in the Bahamas. From enjoying the crystal-clear coastline to discovering native marine life and experiencing the celebrations of Bahamian Independence Day, every day brought a new adventure.

Best of all, Pierce, the ultimate little foodie, received a behind-the-scenes tour of Marcus at Baha Mar Fish + Chop House led by Executive Chef Garrette Bowe, followed by the opportunity to meet Chef Marcus Samuelsson himself.

It was a vacation filled with unforgettable experiences and countless core memories!