Michael J. Mongin

Planned Giving Council

A veteran of the financial services sector, Michael Mongin is Senior Vice President – Investments at Moran Wealth Management. With educational credentials including a BA from Hartwick College in political science and business management as well as a JD from Albany Law School (NY), Mike has accumulated over 25 years’ experience in the Private Wealth and Financial Planning industry. Mike’s lifelong ambition has been to serve as an executive leader in a profession that provides valuable assistance helping people better their own lives. Motivated by an instinct to help people solve their unique financial problems, Mike has delivered the most important financial advisory element – high quality information and integrated planning – across multiple wealth disciplines including investments, retirement, wealth & estate succession, philanthropy, and many other financial issues. Mike began his Financial Advisory career in NY where he became a partner in The Ayco Company, the financial planning and family office division of Goldman Sachs. After 15 years, Mike seized the opportunity to move to Florida in 2010, first joining the Wells Fargo Private Bank as a Sr. Wealth Planning Strategist, and then becoming the Senior Wealth Advisor for GenSpring Family Offices, leading the Orlando office’s comprehensive wealth and financial planning advice for ultra-high net worth families.

Mike and his wife, Jodi, have four children and reside in Naples. They are music and theater lovers, as well as avid sports fans, participating in volleyball, basketball, football, tennis, and golf. Mike’s community involvement includes serving the Gulfshore Playhouse Board of Directors as a member of its Planned Giving Committee, volunteering for Habitat for Humanity and has served as a Board Member and Officer for regional American Red Cross affiliates. Mike has also been a member of the American Bar Association, National Association of Basketball Coaches, and had been a USA Basketball youth coach.

Contact