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Tony Moreno, Jr., ChFC®


The roots of what has become Moreno, Peelen, Pinto & Clark were planted in Orlando back in 1961. Now more than fifty years later, MPC continues to meet the investment and financial planning needs of Central Floridians. Following in his late father’s footsteps, Tony Moreno, Jr. joined the firm in 1992, and has become one of the most widely-known family business and corporate planners in the Greater Orlando area. Tony has unique expertise in wealth transfer and exit planning. As part of a second-generation multidisciplinary financial services firm, Tony truly understands and has the resources to provide clients with independent and objective strategies. With 80+ years of combined experience, Tony and his team know what it takes to assist business owners with the development of an exit plan that reflects personal, family and business concerns. 


Professional Accomplishments:

Tony’s commitment to his clients has resulted in membership in the Million Dollar Round Table's elite group "Court of the Table" and "Top of the Table." He is also the recipient of the prestigious Leon Levy Award, honoring financial services professionals who have met the most stringent ethical and professional standards while providing continuous quality advice and service.

Professional Affiliations:

Tony is a Chartered Financial Consultant (ChFC®) and a Life Underwriter Training Council Fellow (LUTCF). He is a member of the BEI Network of Exit Planning Advisors (BEI), the National Association of Insurance and Financial Advisors (NAIFA), the Association of Advanced Life Underwriting (AALU),

Community Service:

Tony has served on the board of The National Organ Transplant Foundation, the Development Board for St. John Vianney Catholic School and the finance committee for the Jewish Academy of Orlando. He currently serves on the University of Central Florida Foundation Board.

Education:

University of Central Florida, B.S.B.A. Finance. The American College

Personal:

Tony and his wife Karen are both natives of Central Florida. They live in Winter Park with their three children: Carli, Tony and Ellie. When not in the office or assisting clients, you will find Tony at the soccer fields watching his daughter Ellie, attending theatre with his son Tony, or visiting the University of Alabama where Carli is now attending. He is an avid cycler, loves any type of skiing and even enjoys taking a Bar class at his wife’s Bar Method studio. His passion is cars and you will occasionally see him at Sebring Raceway.

MPC Team Role:

Business Transition and Estate Planning. Private Wealth Management. 


 

 

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