10/20/2026
Dear William Raveis Family,
Two Families. A Wealth of Experience. Buying or selling a home is often the catalyst for a much broader financial conversation and why William Raveis has formed a partnership with Moran Wealth Management LLC, one of the largest independent registered investment advisory firms in the United States.
The William Raveis Wealth Management program is a first-of-its-kind partnership. No other real estate brokerage in the nation compares to us. Through Elite Concierge Services, we bring together best-in-class real estate, mortgage, and insurance experience, moving concierge partners, and now, wealth management expertise. Everything for the home journey is effortless and seamless for our customers and clients—and it’s all under one roof.
Our unique referral program demonstrates how William Raveis continues to set the highest standard in the industry. For agents, it is an incredible opportunity to build their businesses with two additional revenue sources. First, a preferred discount is available to William Raveis’ agents, employees, plus their parents and children, by investing their own funds with MWM. Second, by becoming a William Raveis Wealth Management Coordinator—just like making a relocation referral, one call/email connects them to the professionals at MWM.
The beauty of this program is how easy and straightforward it is. Below are the 3 steps to becoming a William Raveis Wealth Management Coordinator before initiating any referrals or introductions. Even for your personal investment fund, these steps are non-negotiable but quite simple to do—even I completed the process below…so why wait?
Step 1 - Watch our Partnership Overview video.
Step 2 - Watch the Coordinator Training video. Send an email to [email protected] requesting a DigiSign Attestation form.
Step 3 - Once approved by MWM, begin making introductions and referrals by calling the dedicated MWM line at 239.920.4521.
Please be sure to open Tell-All Tuesday this week and read our conversation with Tom Moran, AIF®, Chairman, CEO & CIO, and Don Drury, President, of Moran Wealth Management – it’s enlightening!
Go Team!
With gratitude,
Bill
