Anthony J. Dorval, CFP®
Senior Vice President—Investments/Branch Manager
Tony Dorval has been providing financial planning advice for his clients for over 15 years. His client practice focuses on creating and implementing solutions for individuals and business owners who want to preserve, protect 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.
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In addition to working with his clients, Tony is the Branch Manager of the Winter Park 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 18 years to his wife Lynn, and together they are raising their two teenage children.
Tony holds FINRA Series 3, 31, 66, 7, 24, and 53 licenses, as well as life, health and annuity insurance licenses.
Check the background of this investment professional on FINRA’s BrokerCheck