Manita Moran, CFP®, CPA
Wealth Management Advisor
Manita Moran joined the Meridian team in the spring of 2022. She earned her bachelor’s in accounting from the University of Oklahoma and works as licensed as a Certified Public Accountant in the state of Texas. With more than 30 years of experience in the field, Manita’s career has included a variety of corporate positions at major companies including American Airlines, Sabre, and Global Knowledge, Inc.
In addition to working as a wealth management advisor, Manita operates and manages a CPA firm in Allen. As a CPA, Manita has specialized in working with individuals, partnerships, corporations, LLCs., and S-corporations. Client services range from preparing income tax returns to developing a comprehensive financial plan that examines every aspect of the client’s financial position, strategies, goals, and growth opportunities.
Manita is a member of the Allen Sunrise Rotary Club, and various community running clubs, and participates regularly in community service projects and organizations. She enjoys spending time with her family and friends, traveling, and maintaining her health and physical fitness. She has completed many half and full marathons and competes in Spartan races. She continually strives to challenge herself both physically and in her career.
Lexington, KY: 859.543.4516
Tucson, AZ: 520.719.1433
The Villages, FL: 859.806.8368
Allen, TX: 214.644.2560
Upland, CA: 909.579.6470
Carmel, CA: 831.647.8445
Scottsdale, AZ: 520.719.1433
Mandeville, LA: 985.871.3656
Palm Beach Gardens, FL: 561.954.4767
Advisory services offered through Meridian Wealth Management, LLC, a Registered Investment Advisor. Top RIA Firm is awarded by Forbes.com (Awarded Oct 2024) Data Compliance by Shook Research LLC based on the time period from 3/31/23-3/31/24.
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