Maitland, Florida

Tony Dorval has been providing financial advice to his clients since 1999. His client practice focuses on creating and implementing solutions for individuals and business owners who want to preserve and grow their wealth.

Tony earned his CERTIFIED FINANCIAL PLANNER™ designation in 2003. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand all the complexities of the changing financial climate and will make recommendations in your best interest.

To find out why CFP® certification matters, please click here

In addition to working with his clients, Tony is the Branch Manager of the Maitland office for Moors & Cabot. In this role he provides supervisory oversight for the branch.

Before Tony began his career in financial planning, he worked for an international non-profit agency for ten years as the Assistant Director. Tony has been married for 27 years to his wife Lynn, and they live in Winter Garden, Florida.

Tony holds FINRA Series 3, 31, 66, 7, 24, and 53 licenses, as well as life, health and annuity insurance licenses.

Chip’s approach is one of professional respect and friendship, combining openness with honesty and genuine concern for his clients’ economic welfare. He specializes in the unique financial challenges facing individuals approaching retirement, focusing on overall financial management and the creation and protection of wealth.

Chip’s objective is to effectively assist his clients in achieving several goals:

1. Maximize wealth accumulation while managing tax considerations;
2. Maintain current lifestyle and independence throughout their retirement years; and
3. Reduce or eliminate estate taxes to beneficiaries and heirs.

The foundation to achieve these goals is built on a relationship of integrity, trust and service.

He has served as a Dave Ramsey SmartVestor Pro for two years along with his business partner.

“I offer my clients more than 30 years of INVESTMENT SERVICES experience. I follow a disciplined process of assessing my clients’ financial needs, setting and prioritizing goals and implementing financial strategies.”

Chip is a native of Knoxville, Tennessee and graduated from the University of Tennessee with a Bachelor of Arts degree. He has been married to his wife, Beth, for 38 years and lives in Longwood, Florida.

Chip holds FINRA Series 7, 63, and 65 licenses as well as life, health, and annuity insurance licenses.

+1 (999) 347-6563

I grew up in Connecticut, where I earned my degree in Business Administration from Post University. With a decade of experience in banking and finance, I have developed the knowledge and expertise to provide comprehensive financial guidance tailored to each client’s unique needs.

As a licensed securities professional, I assist individuals in the state of Florida with their investment needs. In my role as Director of Business Development - Insurance at Moors & Cabot, I lead our insurance division on a national scale, ensuring our clients receive the highest level of service and protection.

At Moors & Cabot, we have access to over 20 A-rated carriers, as rated by AM Best, allowing us to match clients with the best coverage at the right time. Our approach goes beyond simply offering products; we build lasting relationships and provide holistic financial planning to help clients safeguard what matters most. Our goal is to ensure each client is well-prepared for the future with a comprehensive strategy that aligns with their financial goals.

Outside of work, I am passionate about fitness, kayaking, paddle boarding, and attending music festivals. I believe in living a balanced and fulfilling life, and I bring that same philosophy to helping my clients achieve financial security and peace of mind.