Tony Moreno, Jr., ChFC®

Partner/Director Estate and Business Planning at Fortiv

Following in his late father's footsteps, Tony joined Fortiv in 1992, after receiving his Bachelor's in Finance. Tony has personal experience in wealth transfer and exit planning, and, as part of a second-generation, multidisciplinary financial services firm, he has been raised in this industry and strives to provide clients with independent, objective strategies.  Tony and his wife Karen, are both natives of Central Florida. They live in Winter Park and have three children: Carli, Tony, and Ellie. When not in the office or assisting clients, you will find Tony at the UCF soccer fields watching his daughter, Ellie, attending theatre with his son, Tony in New York, or hanging with Carli, who lives in Orlando as a rising star with a Digital Marketing firm. He is an avid cyclist, 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.