Tony brings two decades of experience in financial services marketing to his role as Chief Marketing Officer at Moran Wealth Management®. Known for his innovative approach and strategic insight, Anthony has a proven track record of enhancing brand presence and driving growth in the wealth management sector.
Prior to joining Moran Wealth Management, Anthony held executive positions at leading firms, including Executive Managing Director at MarketCounsel Consulting and Chief Revenue Officer at Entrustody. Prior, he was at InvestCloud which acquired Advicent, the global financial planning software developer of NaviPlan, Profiles, and Figlo. There as Chief Operating Officer he led North American Sales, Marketing, Professional Services, Customer Success, and Support ultimately netting him recognition by Wealthmanagement.com as Chief Marketing Officer of the Year (2021) and obtaining the inaugural ThinkAdvisor LUMINARIES Executive Leadership Award (2021).His expertise spans go-to-market strategies, digital marketing, and client engagement, making him a sought-after speaker and advisor in the industry.
Anthony is also recognized for his thought leadership, contributing to various industry publications and speaking at conferences such as FutureProof Festival, FPA National, and T3 Technology Conference. His commitment to excellence and innovation aligns with Moran Wealth Management’s mission to provide unparalleled service and insight to clients.
A native of Wisconsin, Anthony now resides in Florida with his wife and five children.
